Keith Bonner Biography
Keith joined Pembroke Financial Services in 2003, initially on a self-employed basis. He discovered that, after only a few months, it was very obvious that he had found his long term ‘home’. It made sense to ask about buying into Pembroke and this happened very soon afterwards. 13 years later, Keith is a 25% owner of the business and we are all very proud of the fact that Keith has helped the business to grow significantly to its current level as one of Sussex’s premier IFAs.
All I ask is the chance to prove that money can’t make me happy.
– Spike Milligan
Keith’s background before joining Pembroke was in High Street Banks, where he spent the formative years of his Financial Services career. Keith says “It provided me with invaluable training and skills which I still use today. What I did want was to be my own boss and have the whole of the market available to me when advising clients on all aspects of financial planning. The world of Independent Financial advice beckoned, and I haven’t looked back”.
Over more recent years Keith has spent a lot of time advising clients in relation to their retirement and pension planning and, more recently, he has become more involved with more specialised tax planning advice using efficient investments such as Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCTs) which both Pembroke and our Joint Venture company, HSCFS, use widely as part of our ‘holistic advice’ process.
Keith acts as Portfolio Oversight for the Pembroke Investment Committee ensuring our work is always sense checked. He is also co-oversight (with Keith Relf) of the Retirement Income portfolio and of the Income portfolio.
Out of work Keith enjoys spending time with family, cooking and cycling (when the weather and his busy diary allows!).
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.
Thanks again for your time and patience
Thank you very much, Keith, and thanks again for your time and patience today. Jack and I thoroughly enjoyed our visit – and that’s not something that is said when visiting most financial institutions!
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!
I have never received such splendid advice and attention
I very much appreciate the time and consideration you have taken on my behalf. I have never received such splendid advice and attention and I look forward to a long and happy Investment career with Pembroke Financial Services.
Delighted with the results
We want to thank you very much for your stewardship. I know that it is your professional attention to detail and your objective involvement which is responsible, but you do seem to have that extra “flair” – and its working well for us.