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Emma Gale Dip PFS
Foundation Team Adviser
Emma joined Pembroke in August 2023 as a paraplanner with 7 years of prior experience in financial planning administration within the industry. With a Level 4 qualification in Paraplanning, Emma’s responsibilities involved creating suitability reports for reviews, managing fund switches, and generating client recommendation graphs. She also supported review processes, conducted necessary research for advice reports, and communicated with third parties as needed. Her role included implementing actions while adhering to FCA and company compliance protocols.
Outside of work, Emma enjoys reading various book genres, particularly thrillers and murder mysteries, and likes to spend time outdoors on long walks on nature trails.
Kath Holloway
A very efficient team always ready to help
Would highly recommend. A very efficient team always ready to help and answer any questions.
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.
Joanne Ross
Superb attention.
Superb attention. Very personalised prompt service. The team are excellent and I felt they always had my best interests at heart. I shall be continuing to use their services. Thank you!
Jenny
Good service
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.
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.
