Chris started his financial services career over 20 years ago with Lloyds TSB Private Banking as an Investment Reviewer. After 2 years Chris decided that he would like to work directly with clients and moved roles to become an Assistant to a Private Banking Manager.
From this Chris progressed to become a Private Banking Manager before moving after a few years to become a Paraplanner and obtaining his Diploma in Financial Planning.
Someone is sitting in the shade today because someone planted a tree a long time ago.
– Warren Buffett
After several restructures and reshuffles Chris left Lloyds Bank as a Product Manager and joined Close Brothers as a Paraplanner for 2 years before joining Pembroke Financial Services in April 2021.
Outside work Chris enjoys spending time with friends as well as travelling whenever the opportunity arises.
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
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 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.