Home / Our team / Financial Planners / Tom Grimshaw
» Get in touch
Tom Grimshaw
Financial Planner
I entered the Financial Services industry after a 20 year’ career in the recruitment sector. With a passion for investment and financial planning, as well as significant client-facing experience, it felt like the perfect career path to combine my passion with my experience.
In 2023 I set out to qualify for my Diploma in Regulated Financial Planning with the CII, passing the 6 required exams within a 5 month period. I have since gone on to achieve further qualifications in Discretionary Investment Management and Securities Advice – and am planning to continue advancing my technical knowledge through further education.
Outside of work, I live in the Mid-Sussex countryside with my partner Paula. I can always be found walking my dog in the local woods, watching my beloved Arsenal at the Emirates Stadium, and travelling both in the UK & across Europe.
Kath Holloway
A very efficient team always ready to help
Would highly recommend. A very efficient team always ready to help and answer any questions.
Laura
Fantastic
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.
Mr Fenton
Friendly and efficient
I have always found Pembroke friendly and efficient.
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.
Trevor Meeking
A personal and professional service
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.
