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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.
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.
Laura
Fantastic
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.
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!
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.
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.
