Chris Brookes DipFA, CEFA
Senior Financial Planner
Working as a Senior Wealth Adviser and Compliance Manager, I have accrued more than 40 years’ experience in the financial services sector.
My role is to help people make the best financial choices for their situation now and to plan for the future they want in a relaxed environment. This could include providing advice for personal protection, pensions or investments, or for clients’ business planning needs.
The advice I provide is, I am proud to say, tailored to each individual client’s needs and takes their goals and concerns as the starting point.
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.
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
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.