Alex has worked in financial services since October 2013 when he joined Friends Life and subsequently decided to join the Financial Adviser sector in 2016.
His first role in the Financial Advice sector was with CFPML, a defined benefit pension transfer specialist. There he undertook a number of roles as the company moved away from DB pension transfers. Whilst he enjoyed the various aspects of a financial advice company, his true calling was to become and advisor so left CFPML in pursuit of more relevant experience.
Joining GMIFC in March 2019, which Pembroke acquired in October 2020, Alex continues to work towards getting his diploma in Regulated Financial Planning and looks forward to making the transition from Client Support to Adviser.
Simplicity is the key to brilliance.
– Bruce Lee
In more normal times, Alex likes playing chess & pool, lifting weights and contemplating completing his Ju-Jitsu black-belt training. He also enjoys having a beer with friends and laughing about simpler times.
Just wanted to drop you a line to thank you for coming around earlier this week. Appreciate the work you have done this year in growing my investment and it was a helpful conversation in every way!
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.
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.
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.