Patrick Theobalds Biography
Patrick joined Pembroke Financial in August 2019 as Operations Manager with 18 years’ experience in financial services previously working for Lloyds Private Banking and latterly Standard Life Wealth (now Aberdeen Standard Capital).
When I was young I thought that money was the most important thing in life. Now that I am old, I know that it is.
– Oscar Wilde
During his time at Lloyds Private Banking Patrick was an assistant to a Senior Portfolio Manager and upon his move to Standard Life Wealth Patrick progressed from an assistant role to an Associate Client Portfolio Manager following his attainment of CISI Investment Advice Diploma giving him a breadth of knowledge in personal portfolios, ISA’s, SIPPs & Trusts.
Outside of work Patrick enjoys socialising, holidays in the sun and keeping fit.
- 2019 to present: Pembroke Financial Services
- 2012 to 2018: Standard Life Wealth
- 2009 to 2012: Lloyds Private Banking
- 2002 to 2009: Lloyds Banking Group Brighton