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Jean Marshall
Senior Paraplanner
Jean joined Pembroke Financial Services in April 2023 with over a decade of experience in the financial planning industry. He is a highly skilled Senior Paraplanner, holding a Diploma in Regulated Financial Planning from the Chartered Insurance Institute (CII).
Jean is dedicated to providing exceptional support to our clients by conducting in-depth research, analysing complex financial scenarios and producing comprehensive financial plans. His strong technical skills, coupled with a client-centric approach, ensure that our clients receive the highest quality service.
Outside of work, Jean plays for his local hockey club and supports the mighty Brighton & Hove Albion.
Laura
Fantastic
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.
Ray & Sue Greenfield
Thank you very much for all the clear financial advice
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.
Kath Holloway
A very efficient team always ready to help
Would highly recommend. A very efficient team always ready to help and answer any questions.
Joanne Ross
Superb attention.
Superb attention. Very personalised prompt service. The team are excellent and I felt they always had my best interests at heart. I shall be continuing to use their services. Thank you!
Jenny
Good service
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.
