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.
I have always found Pembroke friendly and efficient.
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.
Just wanted to drop you a line to thank you for coming around earlier this week. Appreciate the work you have done this year in growing my investment and it was a helpful conversation in every way!