Both ladies have joined from what used to be called MGM Assurance in Worthing, now called Retirement Advantage.
Tracy had 30 years’ service with MGM and her job with us is to provide support to Ryan Marshall (Independent Financial Adviser) and Jill Rickson (Principal Mortgage Adviser) and their many clients after having been mentored by the ‘master’, Keith Stevens who she has known for well over 20 years.
Sarah joins Keith Bonner’s team looking after the clients of both Pembroke and its joint venture company Hilton Sharp & Clarke Financial Services and hopes to use her industry knowledge gained from spells with Legal & General and MGM to provide the consistency and quality of customer service in which she firmly believes.
Cindy Maloney, Client Support Manager at Pembroke Financial Services of Shoreham says “In a business like ours, the old adage that our people are our greatest asset is absolutely true. Tracy and Sarah were chosen by the Directors because of their experience – both in the industry and as individuals -and we warmly welcome both ladies to ‘team Pembroke’ and believe that they will both fit beautifully into what is already a great team”.