Emma Gale
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.
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
Would highly recommend. A very efficient team always ready to help and answer any questions.
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.
Just wanted to drop you a line to thank you for coming around earlier this week. Appreciate the work you have done this year in growing my investment and it was a helpful conversation in every way!