Pembroke Financial Services are absolutely delighted to announce the arrival of Frances Boiling as the latest addition to their 9 strong IFA team.
Frances Boiling is a hugely experienced and knowledgeable Chartered Financial Planner and Fellow of the Personal Finance Society and we couldn’t be happier that she chose to join us because of our company culture of great client service and because of our unique client investment proposition.
She brings so many things to the table which perfectly complement the superb team which we have built over the past 25 years. Whilst I don’t have the up to date figures, I remember that up to the end of August 2015 only 919 of the 4789 Chartered Financial Planners in the UK were women -so Frances is indeed a prized asset!
She brings to us additional experience in the field of Occupational Pension matters to complement Pembroke’s two existing Pension Transfer Specialists – Guy Ovenden and Andy Knight – and she is also a specialist in what has become known as ‘later life financial planning’, which means for example retirement income options, care funding matters or whether equity release is the right thing for you. These matters need careful and considered advice.
Frances will be working closely alongside my fellow Director, Keith Bonner, to ensure that Pembrokes’ existing and new clients get the best possible Independent Financial Advice and ongoing service and she will be helping the Company deal with client introductions from our many local Professional sources such as Accountants and Solicitors.”
Frances will be supported by Stuart Johnson who joins Pembroke’s Client Support team on the 9th April, bringing our numbers up to 18.
If you are interested in speaking to Frances or would like to make an appointment to review your financial affairs with her then please contact us.