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Tracy Brailsford
Deputy Client Support Manager
Tracy joined Pembroke in May 2017 having spent over 30 years in financial services, spending all of that time in the Worthing Head Office of MGM Assurance. Tracy had various roles within MGM (now called Retirement Advantage) in the Customer Service area covering the administration of all Life and Pensions contracts right through from New Business processing and Policy Changes to Claims Assessment and Payment. More recently she spent time in a System Test Analyst role ensuring Retirement Advantage’s newly launched product and administration system worked smoothly.
About the time we can make the ends meet, somebody moves the ends.
– Herbert Hoover
Initially mentored by one of Pembrokes’ best administrators ever, Keith Stevens, Tracy has proven to be a great team player for the Company and her role has been extended to provide support for Ryan Marshall, Andy Knight and Adrian Moy! Not bad, considering she didn’t know anything about the IFA world until coming to Pembroke!
Tracy is Mum to 2 grown children and Nan to two beautiful grandchildren. In her spare time she enjoys socialising, holidays in the sun, exercising and spending time with the grandchildren.
Mr Young
Efficient and friendly service with relevant advice
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.
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!
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.
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.
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.
