Poenie van der Merwe B.Sc. (Hons) MLIBF DipFA AwPETR
Director & Senior Financial Planner
» FCA Register: ?????????
I am a Financial Planner working with people who want to plan for their future lifestyle and enjoy their retirement without having to worry about money.
I have more than 25 years’ financial planning experience. Before joining Antrams, I was the Director of Private Wealth Management, specialising in helping high-net-worth financial planning clients and SME business owners.
My experience of working with high-net-worth clients stretches back to the late 1990s, and I have accumulated much knowledge and expertise in this area that I am delighted to be able to share with clients wanting to accumulate and preserve their wealth and achieve success in the ways that matter to them.
- 2013 to present: Antrams (now Pembroke) Financial Planning Sussex
- 2000 to 2013: Director, Private Wealth Management
- 1999 to 2000: Business Development Manager, Keyworld
- 1997 to 1999: Financial Planner, Hambro Fraser Smith
- 1995 to 1997: Financial Planner,K&M Tavistock
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.
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!
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
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.
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.