Patrick Theobalds

Operations Manager

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

Pembroke Financial Services Limited is Authorised and Regulated by the Financial Conduct Authority. We are entered in the Financial Services Register under number 228341, www.fca.org.uk. Registered and Incorporated in England & Wales at Atlas Chambers, 33 West Street, Brighton, BN1 2RE under number 2518721.The FCA does not regulate National Savings, or some forms of Mortgage, Tax Planning, Offshore Investments or School Fees Planning. The information contained within this site is subject to the UK regulation regime and is therefore targeted at consumers based in the UK only.