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Bradley D Rees BA (Hons), MSc, ACSI
Foundation Team Adviser
Graduating from Cardiff Metropolitan University with a First-Class Honours degree in Business Management, I went on to complete an MSc in Banking and Finance and achieved the Level 4 Investment Advice Diploma with the Chartered Institute for Securities & Investment. I also passed Level I of the CFA Program while working full-time as a Paraplanner.
Before joining Pembroke, I worked as a Paraplanner, supporting advisers by conducting technical research, building detailed suitability reports and developing compliant recommendations across investment portfolios, risk profiling, pension, trust structures and tax-efficient strategies. I liaised closely with clients and third-party providers to ensure seamless implementation of financial plans, and honed my ability to translate complex ideas into clear, actionable advice.
Outside of work, I prioritise keeping fit with the gym, Brazilian Jiu-Jitsu and hiking being staples of my life. I’m an avid reader of contemporary works, philosophy and financial literature; and to be candid, I’m usually watching Bloomberg at 6 am before heading to the gym.
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.
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.
Jane Taylor
A fine and professional financial adviser.
I would like to say how grateful I am to you for guiding me through this process from start to finish, always explaining everything very clearly and answering all my questions. You have done a lot of research on my behalf, kept me informed as to progress and come up with the perfect solution for my circumstances. I could not have asked for a better advisor, you have been a star!
Christine Atkinson
The best in the business!
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
Stephanie
With grateful thanks.
I wanted to say I appreciate you talking to my daughter, about setting up a private pension. With grateful thanks – you have always been a huge help with my own financial decisions.
