Lucy Swinerd
As Compliance Administrator, my role is mainly focussed on the company’s file review process. It also involves supporting the Head of Compliance in other aspects of her work.
I joined the firm in 2014 as an Administrative Assistant, becoming a Compliance Administrator in 2016.
Outside of office hours, health and fitness are very important to me. I enjoy live music events as often as possible and am trying to learn the guitar.
Would highly recommend. A very efficient team always ready to help and answer any questions.
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.
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.
I have always found Pembroke friendly and efficient.
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.