Chartered Financial Planner

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.

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.