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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.
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!
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.
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.
Ray & Sue Greenfield
Thank you very much for all the clear financial advice
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.
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.
