Keith joined Pembroke Financial Services in 2003, initially on a self-employed basis. He discovered that, after only a few months, it was very obvious that he had found his long term ‘home’. It made sense to ask about buying into Pembroke and this happened very soon afterwards. 17 years later, Keith is a 25% owner of the business and we are all very proud of the fact that Keith has helped the business to grow significantly to its current level as one of Sussex’s premier IFAs.
All I ask is the chance to prove that money can’t make me happy.
– Spike Milligan
Keith’s background before joining Pembroke was in High Street Banks, where he spent the formative years of his Financial Services career. Keith says “It provided me with invaluable training and skills which I still use today. What I did want was to be my own boss and have the whole of the market available to me when advising clients on all aspects of financial planning. The world of Independent Financial advice beckoned, and I haven’t looked back”.
Over more recent years Keith has spent a lot of time advising clients in relation to their retirement and pension planning and, more recently, he has become more involved with more specialised tax planning advice using efficient investments such as Enterprise Investment Schemes (EIS), Seed Enterprise Investment Schemes (SEIS) and Venture Capital Trusts (VCTs) which Keith now uses widely as part of his ‘holistic advice’ process.
Keith acts as Portfolio Oversight for the Pembroke Investment Committee ensuring our work is always sense checked. This involves Keith checking the asset allocation and risk tolerance of our Portfolios to ensure they remain in line with our expectations. He is also oversight for the Drawdown Portfolio
Out of work Keith enjoys spending time with family, cooking and cycling (when the weather and his busy diary allows!) and also clay pigeon shooting.
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.
I took the jump and dived in to look at my pension, well you are all very clever because considering the markets I was pleasantly surprised, I realise this is a lot of work for you all but I am very grateful.
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!
I just received the review and haven’t read it yet but am extremely pleased with the results over the past 6 months on my account – especially in view of the pandemic and crazy, constantly evolving economy we are experiencing recently. Many thanks and congratulations to you and the team for orchestrating gains amidst turmoil!
I have kept an eye on my pension recently and saw on Friday that it is now above the best Pre-COVID level. What a brilliant job Pembroke has done to achieve this!