Kim Young
I have worked in financial services for 35 years after previously working in claims at Friends Provident.
I began as admin support to one IFA and progressed to become a Paraplanner.
I have passed FP1, 2 and 3 (financial planning qualifications) but have always preferred the research, problem-solving and report-writing aspects of financial services.
As part of a small partnership, I provided this support, together with office management, to two advisers for 16 years before the partnership joined Pembroke, at which time I was asked to run the adviser support team.
In my spare time, I have coached junior netball for many years and although I no longer coach, I still play netball for a local team. I enjoy cycling, swimming and skiing and love to travel and spend time with my family.
I have always found Pembroke friendly and efficient.
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
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.
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 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.