Home / Our team / Paraplanners / Elisabeth Stinson
Elisabeth Stinson
As Team Leader for the Palmeira team, I assist with the back-office administration and report preparation for Stephen Bridges, Lester Killip and Paul Baker.
I have completed Chartered Insurance Institute exams in Investment Principles and Risk, and Regulation and Ethics. For the past ten years, I have been supporting IFAs in their compliance, processing and research.
Outside of work, I enjoy reading, listening to podcasts, and learning about health, nutrition and psychology. I’m also kept very busy looking after two active boys with one on the way!
- 2013 to Present: Antrams (now Pembroke) Financial Services
- 2012 to 2013: Administrative Duties, estate agency
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.
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
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.
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.