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Jean Marshall
Financial Planner
Jean Marshall is a Financial Planner at Pembroke Financial Services, where he applies over a decade of industry experience to help clients achieve their financial goals. Holding the Diploma in Regulated Financial Planning from the Chartered Insurance Institute (CII), Jean possesses a strong technical understanding of the financial landscape and is currently studying to achieve Chartered status to affirm his skill set.
He specialises in conducting in-depth research and analysing complex financial scenarios to build comprehensive, tailored plans. Jean’s meticulous approach and client-first philosophy ensure that every individual receives clear, thoughtful, and high-quality guidance for their financial future.
Outside of work, Jean plays for his local hockey club and supports the mighty Brighton & Hove Albion.
Christine Atkinson
The best in the business!
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
Jane Taylor
A fine and professional financial adviser.
I would like to say how grateful I am to you for guiding me through this process from start to finish, always explaining everything very clearly and answering all my questions. You have done a lot of research on my behalf, kept me informed as to progress and come up with the perfect solution for my circumstances. I could not have asked for a better advisor, you have been a star!
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.
Stephanie
With grateful thanks.
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.
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.
