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.
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.
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
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.
Would highly recommend. A very efficient team always ready to help and answer any questions.