My role at Pembroke involves supporting clients with queries and completing admin and new business tasks to support our IFAs.
I have more than three years of experience working in this sector which has given me strong industry and Intelligent Office knowledge and a deep understanding of financial planning processes and compliance measures, including FCA requirements.
My work history before joining Pembroke includes seven years as an Assistant Manager in retail and time spent as an Administrator at Agroganaderas in Malaga, Spain.
Outside of work, I love cooking, travel and animals (especially horses & dogs). I am also a mum and love spending time with my little one.
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
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’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.
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.
Would highly recommend. A very efficient team always ready to help and answer any questions.