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Jean Marshall
Financial Planner
Jean Marshall is a Financial Planner at Pembroke Financial Services, where he applies over a decade of industry experience to help clients achieve their financial goals. Holding the Diploma in Regulated Financial Planning from the Chartered Insurance Institute (CII), Jean possesses a strong technical understanding of the financial landscape and is currently studying to achieve Chartered status to affirm his skill set.
He specialises in conducting in-depth research and analysing complex financial scenarios to build comprehensive, tailored plans. Jean’s meticulous approach and client-first philosophy ensure that every individual receives clear, thoughtful, and high-quality guidance for their financial future.
Outside of work, Jean plays for his local hockey club and supports the mighty Brighton & Hove Albion.
Jenny
Good service
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.
Christine Atkinson
The best in the business!
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
Laura
Fantastic
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.
Kath Holloway
A very efficient team always ready to help
Would highly recommend. A very efficient team always ready to help and answer any questions.
Stephanie
With grateful thanks.
I wanted to say I appreciate you talking to my daughter, about setting up a private pension. With grateful thanks – you have always been a huge help with my own financial decisions.
