Pembroke Financial Services are absolutely delighted to announce the arrival of Seb Lewis as the latest addition to our thirteen strong financial planning and mortgage advisory team.
Keith Relf, one of the Managing Partners at Pembroke commented “Sebs arrival will make him our 10th new hire since the pandemic was declared back in March 2020. When you bear in mind that we didn’t furlough a single staff member in that time and, in addition, we brought 6 further Pembroke staff into the fold with the acquisition of GMIFC – now renamed Pembroke Staplefield and one of the two businesses which we acquired in 2020 – I think that positively reinforces our commitment to our clients to provide the very best quality financial advice and ongoing service.
For a young man, Seb is both an experienced and knowledgeable Independent Financial Adviser and we could not be happier that he opted to join us because he could see a great company culture of client service and because of our exceptional client investment proposition.
Seb brings so many things to the table which perfectly complement the superb team which we have built over the past 29 years and brings our numbers up to thirty-one, with a few more to join us during the rest of this year.”
He achieved his Diploma in Financial Planning with the CII in 2019, shortly followed by the Certificate in Mortgage Advice and is also a trained Will writer and Estate Planner.
Seb will be collaborating closely with senior colleagues such as David Brunning and Frances Boiling to learn and develop, thus ensuring that Pembrokes’ existing and new clients get the best possible Independent Financial Advice and ongoing service. He already has his own ideas about how we can improve our advice and service offerings and he will actively be helping Pembroke advise client introductions from our local professional sources, such as Accountants and Solicitors.
Seb will be supported by Sarah Large who has been an integral part of Pembroke’s Client Support team for almost 5 years.
If you would like to speak to Seb or would like to make an appointment to review your financial affairs with him then please call 01273 774855 or email Seb by clicking here.