Sue has worked in financial services for over 30 years and has experience in both advisory and administration roles. Her career has encompassed roles in local Independent Financial Advisers (IFAs), Insurance Companies and as a Financial Adviser with NatWest Bank.
They say that money talks, but mine just waves goodbye.
– Jill Shalvis
Sue says “I have studied for various pension and investment exams over the years and have achieved the CII Diploma in Financial Planning and am now working toward obtaining Chartered Financial Planner status.”
Sue joined Pembroke in December 2012 and provides support for 3 IFAs. Her technical knowledge is a huge advantage and keeps her Advisers on their toes!
Outside of work, Sue is a mother to two boys and most of her spare time is spent as a ‘mum taxi’ and with family. Sue is a keen runner and has taken part in races of all distances ranging from 5k to marathons. She also enjoys swimming and cycling and has recently started competing in triathlons.
- 2012 to present: Pembroke Financial Services
- 2008 to 2012: Client Service Adviser with Spofforths Financial Planning
- 2005 to 2008: Financial Adviser with NatWest
- 2002 to 2004: Broker Consultant with Aegon
- 1987 to 2002: Administrative roles with insurance companies and local IFAs
Efficient and friendly service with relevant advice
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.
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!
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.
Friendly and efficient
I have always found Pembroke friendly and efficient.
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…