Frances Boiling Biography
Frances joined Pembroke in April 2018 having worked for the past 18 years for an Independent Financial planning firm based in Burgess Hill.
Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.
– Ayn Rand
Frances wanted to be based closer to home in Shoreham and welcomed the opportunity to join Pembroke’s team.
In her own words “with Pembrokes’ first-class service and investment proposition I knew that I would be joining a professional organisation committed to putting the needs of their clients first.”
“I am proud to have achieved Chartered Financial Planner status and am a Fellow of the Personal Finance Society. I hold the necessary qualification to advise on Occupational Pension Transfers and can advise on most areas of financial planning, including immediate care needs products and planning for later life.“
Frances’ clients tend to be approaching, or in, retirement or are saving and investing for their future. She is justifiably proud to be considered a trusted friend to many clients who are now enjoying their retirement years.
In terms of experience, Frances became an adviser in 2007 and prior to that had been an administrator in the financial services industry for over 20 years.
On a personal note, Frances says “Having lived by the sea all my life, I enjoyed many happy (younger) years as a member of Shoreham Rowing Club and now follow more sedate pursuits such as reading and gardening. I love to spend time with my family and enjoy visiting our daughter and her partner in London.”
- April 2018: Pembroke Financial Services, Chartered Financial Planner.
- 2000 to March 2018: Administrator then IFA/Director – Harvey Curtis Financial Planners
- 1978 to 1999: Administrator Bateson & Payne (Life & Pensions Brokers) Limited