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Jack Whitford DipIA, ACSI
Financial Planner
I’m a Financial Planner based in Pembroke’s Brighton office, where I help individuals and families make confident, informed decisions about their financial future. Before joining Pembroke, I worked alongside Financial Planners at a leading investment management firm, supporting them in delivering tax-efficient strategies tailored to each client’s goals.
I’m passionate about helping clients define what’s most important to them, whether that’s starting a financial plan, preparing for an early retirement, supporting children, or simply enjoying life with greater financial freedom. I believe that a clear, robust financial plan can be a powerful tool in helping people make confident decisions, adapt to change, and achieve lasting peace of mind.
I’m currently working towards Chartered Financial Planner status and pride myself on taking a calm, practical approach to navigating financial complexity with clarity.
Outside of work, I love to travel and try new food, both of which take on a new dynamic with two young sons. I also enjoy playing golf, watching football and rarely miss the Formula 1.
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 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 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.
I wanted to say I appreciate you talking to my daughter, about setting up a private pension. With grateful thanks – you have always been a huge help with my own financial decisions.
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.






