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I have worked in financial services for more than 30 years, originally starting out in compliance and supervision before moving into giving financial advice 20 years ago.
I joined the business in 2012 to provide support to the compliance team. I also now take an active role in the running of our discretionary managed business – Pier Financial Investments – as well as continuing to see clients. I am part of the investment committee for Pier and also sit on the Pier Oversight Team.
Having given up playing football due to too many knee injuries over the years, I now spend my free time following Brighton & Hove Albion both home and away and travelling.
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!
I have always found Pembroke friendly and efficient.
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.
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!
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.