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Sean Banks APFS Certs Cll (MP & ER)
Financial Planning Manager
Since entering the financial planning profession over a decade ago, I have held a deep desire to help people feel safe and secure when it comes to money.
The financial world is a complex environment. It’s difficult for people to understand their options and make important decisions with confidence. My role is to discover what clients want, simplify the complexity in their lives, and reveal a clear path towards their goals.
I’m incredibly passionate about the value of meaningful financial planning. It’s a wonderful thing to meet people from all walks of life, listen to their stories and help them plan for the future. Showing people how to achieve things they never thought possible provides a real sense of joy and fulfilment.
There is a huge amount of trust involved in looking after people’s life savings and I’m incredibly mindful of that. It’s a privilege to work with every one of my clients and their families.
Away from work, I live with my wife and daughter in Copthorne and enjoy supporting the local community. Sports are a big part of my life, particularly football and golf, but nothing beats time spent with friends and family.
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 Fenton
Friendly and efficient
I have always found Pembroke friendly and efficient.
Ray & Sue Greenfield
Thank you very much for all the clear financial advice
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.
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!
Jane Taylor
A fine and professional financial adviser.
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!
