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Our Team

The plan is only as good as its people.


Advice is a relationship, not a transaction. These are the people you'll actually talk to, across Sussex, Surrey and Kent. The qualifications you'd expect, and the plain speaking you might not.

Top 100Financial Advisors 2025

4.4 Excellent on Trustpilot

The Pembroke team
Our Team

Dedicated & highly qualified team of advisors

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Mark Rockliffe

CEO

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Patrick Theobalds

ASCI

Director and Chief Operating Officer

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Russell Smith

Chartered Accountant (ACA)

Director & Chief Financial Officer

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Keith Bonner

DipPFS

Director

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Toby Lawson

Director and Head of Risk and Compliance

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Jude Adams

Head of HR

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Anna Burns

Anna Burns

Head of Partnerships

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Rachael Cowie

Executive Assistant

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Michael Gough

Michael Gough

Head of Marketing

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Meena Ibrahim

Meena Ibrahim

AdvDipFA

Head of Advice

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Sharon Kenyon

FCCA

Head of Finance

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Kim Young

Head of Client Support

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Sean Banks

Sean Banks

APFS, Cert CII (MP & ER)

Financial Planning Manager

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Seb Lewis

DipPFS, Cert CII (MP)

Financial Planning Manager

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Mark Robinson

DipPFS

Financial Planning Manager

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Daniel Watts

Daniel Watts

APFS

Financial Planning Manager and Head of Lifestyle Advice

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Ben Walmsley

FPFS

Advice Proposition Manager

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Peter Banks

Peter Banks

DipFA, AwPETR, CertLTCP, CeMAP, CeRER

Financial Planner

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Jamie Barnes

DipPFS

Financial Planner

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Sue Beck

DipPFS

Financial planner

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Chris Brookes

Chris Brookes

DipFA, CeFA

Financial Planner

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David Brunning

DipPFS, STEP Affiliate, FCMI

Financial Planner

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Andrew Burton

APFS

Chartered Financial Planner

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Belinda Cooper

FPFS (DM)

Chartered Financial Planner

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Jamie Clay

DipPFS, CeRER, CeMAP

Financial Planner

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Paul Denyer

DipPFS

Financial Planner

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Will Duff

Will Duff

DipPFS

Financial Planner

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Matty Ebbelwhite

Matty Ebbelwhite

DipPFS

Financial Advisor

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Hannah Ellerker

Hannah Ellerker

FPFS

Chartered Financial Planner

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Mitchell Ford

Mitchell Ford

DipPFS, Cert CII (FS)

Financial Planner

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Sarah Funnell

CeMAP CeRER

Mortgage and Equity Release Advisor

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Louis Goacher

AdvDipFA, CertLTCP, CeMAP, ALFBF

Chartered Financial Planner

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Chris Graham

DipPFS, Cert (LTCI), Cert (MP & ER), Cert (DM), Cert (Securities)

Financial Advisor

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Paul Grennan

CeMap, CeRER

Principal Mortgage and Equity Release Advisor

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Duncan Mackay

FPFS

Chartered Financial Planner

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Gill Marsh

AdvDipFA, DipFA, CertLTCP, MLIBF

Chartered Financial Planner

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Jean Marshall

DipPFS

Financial Planner

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Tom Mayhew

DipFA

Financial Advisor

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Olivia Miller

CFP™, Chartered MCSI

Chartered Financial Planner

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Thom Reynolds

FPFS

Chartered Financial Planner

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Louise Rooke

DipPFS

Financial Planner

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Danny Rudden

DipPFS

Financial Advisor

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Tyler Scrafton

DipPFS

Financial Advisor

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Cassie Shaw

FPFS

Chartered Financial Planner

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John Simmons

APFS

Chartered Financial Planner

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Tess Simpson

APFS

Chartered Financial Planner

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Andy Southgate

AwPETR, CertLTCP, Chartered ALFBF

Chartered Financial Planner

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Alan Tulloch

DipFA, CeRER, CeMAP, MLIBF

Financial Planner

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Poenie Van der Merwe

AwPETR, DipFA, MLIBF

Financial Planner

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Karla Wells

DipPFS

Financial Planner

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Jack Whitford

DipIA, ACSI

Financial Planner

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Find the right person to talk to.

Tell us a little about your situation. One of our advisors will be in touch within one working day.

30 minutes, by phone, video or in person

No pitch. No pressure. No paperwork.

A real person, within one working day.

Top 100Financial Advisors 2025

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  • Contact us

    • Worthing Office: 01903 259200
    • Horsham Office: 01403 242324
    • Brighton Office: 01273 328907
    • Godalming Office: 01483 427366
    • Haywards Heath Office: 01444 405160
    • Sevenoaks Office: 01959 565187
    • Uckfield Office: 01825 766130

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    © 2026 Pembroke Financial PlanningPembroke and Pembroke Financial Planning are trading names of Pembroke Financial Planning Limited, authorised and regulated by the Financial Conduct Authority (FCA). FCA no. 228341. Registered in England, Company no. 02518721. Registered Office, 5th Floor Park Gate, 161-163 Preston Road, Brighton, England, BN1 6AU
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