Pembroke wealth management logoPembroke Wealth Management: Client Login

meet the workers!

We have a great team here at Pembroke...

"You will find the key to success under the alarm clock." -  Benjamin Franklin

cindy malone

Cindy Maloney - Office Manager and PA to the Managing Director

Career history:

1996 to present      Office Manager and P.A. to the Managing Director.

1987 - 1996           Sales  Support Axa Sun Life.

Qualifications:        Part 1 Financial Planning Certificate.

* email Cindy

keith stevens

Keith Stevens - Senior Administrator - supports Keith Bonner and Keith Towler

Career history:

1994 to present     Senior Administrator.

1989 - 1994           Administration Manager Bainton Smith, Worthing.

1978 - 1989           MGM: Head of Policy Administration.

Qualifications:       Full Financial Planning Certificate.

* email Keith

Libby Cleland

Libby Cleland - Administrator - supports Adrian Moy and John Walpole

Career history:

2010- present  Pembroke Administration support

2006- 2010  Allfields IFA, Hove

2005-2006  Phoenix / Royal Sun Alliance Horsham

2004-2005  Gap year

2002-2004  Project Manager Marketing & Design

Qualifications:

CF1 UK financial services, regulation and ethics
CF2 Investment and risk
CF3 Financial protection
CF4 Retirement planning
CF5 Integrated financial planning
 
At Diploma level  
JO4 Pension funding options
JO5 Pension Income Options  - due April 2011

University of London - Degree in Philosophy

* email Libby