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Louise Rooke DipPFS
Financial Planner
I have worked in financial services for more than 20 years, starting at Lloyds Bank in 2001 as a telephony agent in a share-dealing contact centre. I found the job very rewarding because it helped clients and demanded attention to detail.
Between 2009 and 2012, I worked as a data analyst while studying for my Diploma in Regulated Financial Planning, then joined a compliance team quality checking advice files.
After being made redundant from Lloyds Bank in January 2021, I passed exams in Advance Personal Taxation and Trusts and joined Antrams (now Pembroke) as a Financial Planner.
I enjoy building lasting relationships with my clients to help them understand their options and plan for their financial futures. My expertise is in personal planning and investments.
Jane Taylor
A fine and professional financial adviser.
I would like to say how grateful I am to you for guiding me through this process from start to finish, always explaining everything very clearly and answering all my questions. You have done a lot of research on my behalf, kept me informed as to progress and come up with the perfect solution for my circumstances. I could not have asked for a better advisor, you have been a star!
Jenny
Good service
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.
Trevor Meeking
A personal and professional service
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.
Joanne Ross
Superb attention.
Superb attention. Very personalised prompt service. The team are excellent and I felt they always had my best interests at heart. I shall be continuing to use their services. Thank you!
Kath Holloway
A very efficient team always ready to help
Would highly recommend. A very efficient team always ready to help and answer any questions.
