Lucy Swinerd
As Compliance Administrator, my role is mainly focussed on the company’s file review process. It also involves supporting the Head of Compliance in other aspects of her work.
I joined the firm in 2014 as an Administrative Assistant, becoming a Compliance Administrator in 2016.
Outside of office hours, health and fitness are very important to me. I enjoy live music events as often as possible and am trying to learn the guitar.
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.
Just wanted to drop you a line to thank you for coming around earlier this week. Appreciate the work you have done this year in growing my investment and it was a helpful conversation in every way!
I have always found Pembroke friendly and efficient.