Howard Roeber Biography
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.
- 2022 to present: Pembroke Financial Services
- 2010 – 2022: Platform Specialist with Lewis Brownlee Financial Services
- 2008 – 2010: Administrator with Cavanagh Wealth Management
- 2006 – 2008: Administrator with nSure Chartered Financial Planners
- 2005 – 2006: Underwriter with Aviva
Efficient and friendly service with relevant advice
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.
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!
Appreciate the work done this year in growing my investment
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!
Thank you very much for all the clear financial advice
I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.
A very efficient team always ready to help
Would highly recommend. A very efficient team always ready to help and answer any questions.