Peter Banks joined Pembroke in 2021 after relocating from London and returning to his Sussex roots having grown up in Crowborough and studied at the University of Brighton.
He was attracted to Pembroke because their philosophy and approach to advising clients was the same as his own and believes that this will lead to the best possible outcomes for clients.
You can only become truly accomplished at something you love. Don’t make money your goal. Instead, pursue the things you love doing, and then do them so well that people can’t take their eyes off you.
– Maya Angelou
Peter’s financial services experience started in 2007 and he has had various support and administrative roles before becoming a Financial Adviser in 2014, and then qualifying as Pension Transfer Specialist in 2015. He can also advise clients who have specialist long term care needs.
His experience includes time spent working for the Financial Ombudsman Service which has given him unusual but valuable experience which he now uses when advising clients.
Peter’s approach is to spend time getting to know clients and to discover what they really want to achieve but also to identify their concerns and worries. Having gleaned this information he formulates a plan which is supported with research and a formal set of recommendations which will help clients to achieve their objectives.
Outside of work Peter enjoys watching and occasionally playing football, going for walks on the beach with his girlfriend, and has a long-standing interest in financial and economic history. Since moving to the Sussex coast, he is also rapidly becoming a DIY expert!
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.
Exceeded any expectations we had
I received very prompt, easy to understand information with reference to my position as Power of Attorney for my Downs Syndrome brother regarding a query to transfer his pension to a ‘Drawdown Pension’ to allow funds to be accessed, above and beyond his regular payments, for private health care if government care is insufficient. I received a detailed email laying out important points to consider and suggestions to contact official bodies to acquire clarification. David provided a level of service which exceeded any expectations we had, given our other dealings with financial advisers, and my family and I are extremely grateful.
Friendly and efficient
I have always found Pembroke friendly and efficient.
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!
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…