Frances joined Pembroke in April 2018 having worked for the past 18 years for an Independent Financial planning firm based in Burgess Hill.
Frances wanted to be based closer to home in Shoreham and welcomed the opportunity to join Pembroke’s team.
Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.
– Ayn Rand
In her own words “with Pembroke’s first-class service and investment proposition I knew that I would be joining a professional organisation committed to putting the needs of its clients first.”
“I am proud to have achieved Chartered Financial Planner status and am a Fellow of the Personal Finance Society. I am a Pension Transfer Specialist and can advise on most areas of financial planning, including immediate care needs products and later life planning.”
Frances’ clients tend to be approaching, or in, retirement or are saving and investing for their future. She is justifiably proud to be considered a trusted friend to many clients who are now enjoying their retirement years.
In terms of experience, Frances became an adviser in 2007 and prior to that had been an administrator in the financial services industry for over 40 years.
On a personal note, Frances says “Having lived by the sea all my life, I enjoyed many happy (younger) years as a member of Shoreham Rowing Club and now follow more sedate pursuits such as reading and gardening, with the occasional dip in the sea (weather permitting!) I also love to spend time with my family.
- 2018 to Present: Pembroke Financial Services, Chartered Financial Planner.
- 2000 to 2018: Administrator then IFA/Director – Harvey Curtis Financial Planners
- 1978 to 1999: Administrator Bateson & Payne (Life & Pensions Brokers) Limited
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.
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.
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!
I have always found Pembroke friendly and efficient.
Would highly recommend. A very efficient team always ready to help and answer any questions.