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.
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!
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
Would highly recommend. A very efficient team always ready to help and answer any questions.
I have always found Pembroke friendly and efficient.
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!