Poenie van der Merwe B.Sc. (Hons) MLIBF DipFA AwPETR
Director & Senior Financial Planner
» FCA Register: ?????????
I am a Financial Planner working with people who want to plan for their future lifestyle and enjoy their retirement without having to worry about money.
I have more than 25 years’ financial planning experience. Before joining Antrams, I was the Director of Private Wealth Management, specialising in helping high-net-worth financial planning clients and SME business owners.
My experience of working with high-net-worth clients stretches back to the late 1990s, and I have accumulated much knowledge and expertise in this area that I am delighted to be able to share with clients wanting to accumulate and preserve their wealth and achieve success in the ways that matter to them.
- 2013 to present: Antrams (now Pembroke) Financial Planning Sussex
- 2000 to 2013: Director, Private Wealth Management
- 1999 to 2000: Business Development Manager, Keyworld
- 1997 to 1999: Financial Planner, Hambro Fraser Smith
- 1995 to 1997: Financial Planner,K&M Tavistock
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
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.
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!
Would highly recommend. A very efficient team always ready to help and answer any questions.
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.