» Get in touch
Louise Rooke DipPFS
Financial Planner
I have worked in financial services for more than 20 years, starting at Lloyds Bank in 2001 as a telephony agent in a share-dealing contact centre. I found the job very rewarding because it helped clients and demanded attention to detail.
Between 2009 and 2012, I worked as a data analyst while studying for my Diploma in Regulated Financial Planning, then joined a compliance team quality checking advice files.
After being made redundant from Lloyds Bank in January 2021, I passed exams in Advance Personal Taxation and Trusts and joined Antrams (now Pembroke) as a Financial Planner.
I enjoy building lasting relationships with my clients to help them understand their options and plan for their financial futures. My expertise is in personal planning and investments.
Joanne Ross
Superb attention.
Superb attention. Very personalised prompt service. The team are excellent and I felt they always had my best interests at heart. I shall be continuing to use their services. Thank you!
Kath Holloway
A very efficient team always ready to help
Would highly recommend. A very efficient team always ready to help and answer any questions.
Laura
Fantastic
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.
Jenny
Good service
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.
Christine Atkinson
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!
