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John Simmons APFS
Chartered Financial Planner
As a Chartered Financial Adviser my specialisms include corporate investment advice, advising business owners on such topics as shareholder protection and keyperson protection cover. I also provide advice to individuals on family protection, investment & retirement planning, as well as inheritance tax mitigation. I have enjoyed the role of a financial adviser for around 30 years, 20 of those years with HSBC, before becoming an Independent Financial Adviser with Allfield Financial Group, Elementary Financial Planning, and finally Pembroke Financial Services. I am married to Nicola and have 3 children: Chris, Sam and Oli, and three grand-children. Other than enjoying spending time with my family and friends, I enjoy foreign travel, watching football and I am an avid reader of fiction.
Mr Fenton
Friendly and efficient
I have always found Pembroke friendly and efficient.
Gill & Jack Froelich
Thanks again for your time and patience
Thank you very much, Keith, and thanks again for your time and patience today. Jack and I thoroughly enjoyed our visit – and that’s not something that is said when visiting most financial institutions!
Stephen
10% increase on our investments
Just received the latest 6 monthly valuation statement from Standard Life (a 10% increase!), and so wanted to say thank you to Keith and to you all on the Investment Committee.
Pamela Joyce
I was not expecting such an exciting performance
I was not expecting such an exciting performance from virtually everything and must take this opportunity to be serious and tell you how much I appreciate the way you look after everything and nurse my investments along. I have no need to tell you that so much of the detail is way above my head but I know you are keeping your eye on everything and that is very gratifying.
Mr Cooper
Professional handling of financial affairs
May I use this opportunity to thank Cindy and Keith for the professional way that you have always handled my financial affairs. As a satisfied customer, I would be very happy to recommend Pembroke Financial Services to any of my friends and family.
