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Maureen Pembridge

Financial Adviser

We recommend that you always verify financial credentials before doing business with any financial planner, financial adviser, investment adviser or broker. Maureen's credentials can be viewed below.

Photo of Maureen Pembridge

Professionally

I’ve been an independent financial adviser for 30 years. Most of my work is with retirees and older people.

I love working with older people; I respect their resilience and like to encourage them to talk about subjects that are not so easy, but need to be discussed. I have been called a link between the pre-war and post-war generations, and I think this is due to my growing up in an isolated community with old standards.

I work with clients to help them consider their care options and funding, and make sure that their finances are looked after.

Personally

My favourite pastime is walking, either with my dog or on my own.

I am a foodie! Food is a big thing with me, and I enjoy cooking for the family or anyone who looks as if a good meal is needed.

I also enjoy exercising with girlfriends and having a giggle; I still do circuit training which is a real laugh when you are all red in the face.

And, I love spending time with my grandchildren, of course.

Maureen Pembridge is a long-time trusted advisor to our family. The market might fluctuate but her attention to detail is consistent
Linda Burnard, Streatham. A client since 1993

Maureen in the spotlight

My perfect weekend would be:

Walking in the Welsh Marches. The country of Mortimer and Caradoc.

My favourite holiday destination is:

Somewhere with few if any people. Camping under the stars in the bush.

My favourite song to play in the car is:

Tanya Tucker, Delta Dawn. My daughter and I used to sing it together. Now it’s my daughter and two granddaughters who sing it with me and very loudly!

If I could be any fictional character, I would be:

A Clanger. Living on a planet with just a few other peaceful people, how lovely.

If I could turn any activity into an Olympic sport, I would win a medal in:

Falling in love with my wonderful doggie companions.

When the dessert menu arrives, I’m looking for:

Need you ask? Chocolate and even better with cream as an additional extra.

The three qualities that draw me to new people are:

Openness, honesty, joy in living.

My pet peeve is:

Current use of the word ‘myself’ when the speaker means ‘me’. Even MPs do it.

The best gift I’ve ever received is:

Merrythought. He arrived the Christmas Eve when I was four in a box with his name on it. I did not know it was his maker’s name. He is still with me and protected from grandchildren.

The three people at my dream dinner party would be:

Option I: Nurse Edith Cavell, Dusty Springfield, Rosalind Franklin.

The three small things that make my day better are:

Gossiping with the other early morning dog walkers. Wildly politically incorrect conversations and watching the birds in the garden or anywhere.
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Likes.

Dislikes.

Client testimonials

I have always found Black Swan to be caring and understanding of my quirky lifestyle. I always feel they try to get me the best returns while respecting my current needs.

Sally Muir

A client since 2011

We would be very happy to recommend the support and service we receive.

Valerie Locks

A client since 2010

I have always been completely useless regarding finance - thankfully our financial adviser is not! I've retired with far more than I ever expected and investments continue to grow safely. So - thank you!

Bernadette Jane Warner

A client since 2000

Very happy with the professional service I have received and feel a lot happier now with my finances put in order.

Martin Field

A client since 2011

Julie Cooper was recommended to me by a work colleague. She has been very helpful, professional and has explained everything well. I would definitely recommend her services to anyone else who are interested in a financial review.

Steven Rooke

A client since 2018

…Service has been first class.

Hugh Fells

A client since 2012

My face to face meetings with Rob Young and Jessica Lyons have always been very open and understandable. My questions have been answered clearly and I have left feeling that my financial matters are in good hands.

Sandra Jack

A client since 2000

[A] safe pair of hands in a complex financial world.

Gary Middlehurst

A client since 2003

A reliable company with good communication skills and good knowledge of the financial markets.

Alan Evetts

A client since 2014

Maureen Pembridge is a long-time trusted advisor to our family. The market might fluctuate but her attention to detail is consistent.

Linda Burnard

A client since 2000

I am pleased to recommend Julie as a trustworthy financial advisor. She explains financial jargon in plain language, and always listens carefully to my particular financial needs and has helped me make the best of my savings.

Carolann Samuels

A client since 2010

I have always been satisfied with the way that Black Swan has handled my account. And I have always found the staff very helpful whenever I need to call the office.

Robert Anthony Matthews

A client since 2012

An excellent personal service from a person I know and trust.

Michael Dalton

A client since 2010

I am getting a very good services from Black Swan, they have got my investments sorted out which was in a bit of a mess.

Roy Jakens

A client since 2012

A good, efficient team providing clear ideas to shape a winning strategy.

Adrian Michael Levenstein

A client since 2011

Black Swan is a company to be trusted, with friendly staff and professional advisors.

David Brian Jennings

A client since 2017

I have been with Black Swan for many years. I have never wished to change anything. They give a good straight forward service.

Martin Barrett Brooks

A client since 2010

Andy Peters has been invaluable in firstly combining several pension pots and then giving excellent investment advice. It has given us a great deal of comfort to know that our financial affairs are in such good hands.

James Guillum Scott

A client since 2014

I find my financial advisor easy to talk to and feel that she understands my lifestyle. She is always available for help when I need her and explains in words that I can understand.

Margaret Ena Glasgow

A client since 2000

Andy is a first rate Director, excellent communicator and leader.

Ross Perry

A client since

Black Swan Financial Planning and Andrew in particular, are very clever at working out how risk averse we are, and coming up with solutions that we feel comfortable with. We are happy in the knowledge that we can continue to enjoy a comfortable retirement. Andrew Peters is a very, very friendly person who is great to chat to and easy to deal with. He explains things very clearly in layman’s terms, and if we still don’t understand, he explains it until we do!

Alan & Jane Dyer

Clients since 2012

We have always found Rob [Young] to be very approachable and knowledgeable. We have every confidence in the advice given and feel comfortable with the decisions we’ve made. There are certain opportunities that we wouldn’t have known about if Rob hadn’t brought them to light, which makes the advice good value for money as far as we’re concerned.

Peter & Pauline O’Halloran

Clients since 2013

Rob [Young] is extremely knowledgeable. I knew nothing about the different types of trusts which will not only secure my income in retirement, but also leave a legacy for my children. I’m glad that I sought his advice when I did.

Sarah Wilson

A client since 2015

I am extremely happy with the service afforded to me by the company and my adviser Julie Cooper.

Geoff Coxell

A client since 2010

My wife and myself have been dealing with Black Swan for a number of years. We have met with different representatives from the company over the years and have found all very helpful in their own way. We met with James [Anderson] a few years ago and found him very helpful and knowledgeable. He keeps in contact with us on a regular basis. We find the Company information very helpful and we feel very secure with our finances.

Andrew Kirchen

A client since 2015

I have always found my adviser to be easy to contact, very professional in his approach, yet friendly and understanding. I have a sense of an experienced company behind him, really on the ball financially and with good standards.

B McBean

A client since 2011

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