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Manrai Kalsi
Graduating from the University of Sussex with a degree in Accounting and Finance, I went on to work within Private Banking, where I gained experience supporting clients with their financial needs and developed a strong understanding of investment products and services. I hold the Level 6 Certificate in Advanced Financial Planning with the Chartered Institute for Securities & Investment. My focus is on helping clients make clear, confident decisions about their financial future.
Outside of work, I’m a big Formula One fan and love keeping up with the season. I also play cricket regularly and enjoy staying active. In the winter, I like to go skiing whenever I get the chance!
I have always found Pembroke friendly and efficient.
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.
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 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!
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!






