James is a qualified IFA and comes from a strong background in financial services. He joined Pembroke in August 2019 with over 11 years’ experience in Financial Services – most of which are in Financial Advice. Some of his previous employers include The Mellor Practice in Arundel (Part of the Lighthouse Group) and St James’ Place.
Money frees you from doing things you dislike. Since I dislike doing nearly everything, money is handy.
– Groucho Marx
James takes pride in forging strong and lasting relationships with his clients and aims to provide relevant and reliable advice on a wide range of financial needs. He has particular strengths in people skills and problem solving, and has a keen interest in ethical and Impact Investing.
He lives in Worthing and, rarely, is one of a set of triplets, with an identical twin Brother who also happens to have a career in financial services.
He is married to Clare – a passionate marathon runner – and they share their home with their Daughter and 2 pets.
James is an accomplished musician and has a keen interest in various sports such as football, squash, golf, badminton and beach volleyball.
- 2019 to date: Pembroke Financial Services
- 2013 to 2019: The Mellor Practice
- 2008 to 2013: Marlin Financial Services
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.
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…
Impressed with the performance of our pensions and ISA
I just wanted to say that I’m really impressed with the performance of our pensions and ISA. In such difficult times it is clear to me that the decisions that the investment committee have made have protected our investments very well.
We really appreciate the professionalism of Pembroke
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
Friendly and efficient
I have always found Pembroke friendly and efficient.