Steve Simmons Biography
Steve has worked as Financial Adviser since 1986. Firstly with Pearl Assurance, then Eagle Star and Allied Dunbar before becoming an Independent Financial Adviser (IFA) with DMA Ltd in 2001.
Learn from yesterday, Live for today, Hope for tomorrow. The important thing is not to stop questioning.
– Albert Einstein
Steve joined Pembroke Financial Services in June 2015 and says “I am delighted to have joined such a professional and forward thinking company which allows me to continue to provide a first class service to my existing and new clients”.
Steve’s parents inspired him to treat others as he would want to be treated regardless of age, race or financial status and he has incorporated these values into his dealings with clients and associates to establish longstanding relationships.
Having passed many financial services exams during his 30 years in financial services, Steve has accreditation to provide qualified independent financial advice relevant to Equity Release and mortgage advice as well as investment and retirement planning advice for both individuals and companies and, of course, life assurance and protection planning. He firmly believes that continuing study and professional development is important in an ever changing financial world.
Steve is a member of Pembroke’s Investment Committee, whose mandate is to monitor and oversee our 8 investment model portfolios. Steve is our oversight for the Commercial Property asset class.
In Steve’s leisure time, he is devoted to his family whilst enjoying cricket, football and squash. Steve says “I am determined to continue to grow old disgracefully!”
- 2015 to present: Pembroke Financial Services
- 2002 to 2015: DMA Limited
- 1998 to 2001: Allied Dunbar
- 1990 to 1997: Eagle Star
- 1986 to 1989: Pearl Assurance
A personal and professional service
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated
Thank you very much for all the clear financial advice
I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.