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.
Would highly recommend. A very efficient team always ready to help and answer any questions.
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.
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.
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!