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Alan Tulloch DipFA CeMAP CeRER MLIBF
Senior Financial Planner
Alan is a new member of the Pembroke team. Having returned to the UK from Guernsey, in the Channel Islands, where he enjoyed a highly successful seven years as a High-Net-Worth Wealth Manager with HSBC.
After owning and managing a successful photographic business for 10 years, Alan made the bold move into financial services in 2007. Applying his management and interpersonal skills, Alan has built a successful career as a fully qualified IFA and Bancassurance Adviser.
Try not to become a man of success but rather to become a man of value.
– Albert Einstein
Alan brings a breadth of experience both from an offshore and domestic perspective. Alan has a passion for delivering excellent levels of service and is committed to developing long term relationships and putting clients at the heart of the advice process. Alan is DipFA qualified as well as holding CeMap and CeRER qualifications. He is currently working towards Chartered status.
Away from professional life, Alan has a passion for travelling and discovering new places with his partner Olivia. He also enjoys cycling, keeping fit and watching rugby, football and cricket.
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!
Trevor Meeking
A personal and professional service
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.
Mr Young
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.
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.
Matt & Ali Davis
We really appreciate the professionalism of Pembroke
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
