Howard has worked in financial services for over 16 years and has experience in administration roles. His career has encompassed roles in local Independent Financial Advisers (IFAs).

Howard says “I have studied for various pension and investment exams over the years and have achieved the CII Certificate in Financial Planning and Certificate in Investment Operations and am now working toward obtaining Diploma status.”

If you want to be financially-free, you need to become a different person than you are today and let go of whatever has held you back in the past.

– Robert Kiyosaki

Originally a Maths graduate from Portsmouth University, Howard joined Pembroke in 2022. His technical capabilities and empathetic approach with clients quickly marked him out as a client-facing operational specialist. As such, he is responsible for expertly managing the day-to-day operations of the firm’s wealth management platforms. Supporting both advisers and clients alike, Howard is regarded for his accuracy, his technical prowess, and his ability to put people at ease.

Howard thrives on recommending potential solutions to accommodate client requirements. It is then little wonder that he has an aptitude for problem-solving appropriate remedies for the various technical issues that come up in the busy financial planning day. It will come as little surprise then to learn that Howard is extremely courteous by nature, very diplomatic and highly professional at all times – he is a team player greatly respected by his colleagues and a valued member of the Pembroke team.

Outside of work, Howard is an avid Brighton and Hove Albion fan and regularly attends games with his brother in law. Howard is also a keen tennis player and often attends Wimbledon and the French Open.