Emma Gale
Emma joined Pembroke in August 2023 as a paraplanner with 7 years of prior experience in financial planning administration within the industry. With a Level 4 qualification in Paraplanning, Emma’s responsibilities involved creating suitability reports for reviews, managing fund switches, and generating client recommendation graphs. She also supported review processes, conducted necessary research for advice reports, and communicated with third parties as needed. Her role included implementing actions while adhering to FCA and company compliance protocols.
Outside of work, Emma enjoys reading various book genres, particularly thrillers and murder mysteries, and likes to spend time outdoors on long walks on nature trails.
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
I have always found Pembroke friendly and efficient.
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.
I would like to introduce you to my cousin, who I have included on this email. She is looking for someone to support her with setting up a pension/ financial advice… basically the same kind of service you offer me. Pembroke Financial has been fantastic to me over the years, so I recommended you.
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.