Foundation Team Adviser

I am joining Pembroke as a Financial Planner in the Foundation team, where i will be helping people translate their financial aspirations into realistic, actionable plans. My responsibilities include thorough financial assessments, guiding retirement and pension strategies and providing ongoing risk management advice. I pride myself on delivering clear client centric guidance that empowers clients to make confident decisions about their futures.

Having previously served twelve years in the British Army, I come from a very motivated and highly disciplined background. Having lead multidisciplinary teams, managing personnel, logistics and multi-million pound budgets. This experience sharpened my analytical rigour and commitment to ethical leadership, qualities I now bring to my role as a Financial Planner. After leaving the forces I worked as a Financial Adviser for deVere Acuma in the UAE delivering financial advice to the expatriate community across the whole of the middle east.

When I am not as my desk I am an avid outdoorsman. mountaineering allows me to test my endurance and savour the quiet that comes after a long ascent. Rock climbing, whether on indoor walls or sheer limestine cliffs feeds my love of problem solving and the instant camaraderie that springs from sharing a route with friends. Outside of the vertical world, i enjoy finding new coffee spots and riding my motorcycle.