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Tom Grimshaw
Senior 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.
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.
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.
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.
Matt & Ali Davis
We really appreciate the professionalism of Pembroke
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
Jenny
Good service
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.
