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Patrick Theobalds
Director & Chief Operating Officer
Patrick joined Pembroke Financial in August 2019 as Operations Manager with 18 years’ experience in financial services previously working for Lloyds Private Banking and latterly Standard Life Wealth (now Aberdeen Standard Capital).
When I was young I thought that money was the most important thing in life. Now that I am old, I know that it is.
– Oscar Wilde
During his time at Lloyds Private Banking Patrick was an assistant to a Senior Portfolio Manager and upon his move to Standard Life Wealth Patrick progressed from an assistant role to an Associate Client Portfolio Manager following his attainment of CISI Investment Advice Diploma giving him a breadth of knowledge in personal portfolios, ISA’s, SIPPs & Trusts.
Outside of work Patrick enjoys socialising, holidays in the sun and keeping fit.
- 2019 to present: Pembroke Financial Services
- 2012 to 2018: Standard Life Wealth
- 2009 to 2012: Lloyds Private Banking
- 2002 to 2009: Lloyds Banking Group Brighton
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.
Christine Atkinson
The best in the business!
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
Mr Young
Efficient and friendly service with relevant advice
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.
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!
Stephanie
With grateful thanks.
I wanted to say I appreciate you talking to my daughter, about setting up a private pension. With grateful thanks – you have always been a huge help with my own financial decisions.
