Chartered Financial Planners, Frances Boiling and Guy Ovenden and new Adviser, David Brunning, of Pembroke Financial Services Ltd, one of Sussex’s leading…
Professional handling of financial affairs
May I use this opportunity to thank Cindy and Keith for the professional way that you have always handled my financial affairs. As a satisfied customer, I would be very happy to recommend Pembroke Financial Services to any of my friends and family.
Exceeded any expectations we had
I received very prompt, easy to understand information with reference to my position as Power of Attorney for my Downs Syndrome brother regarding a query to transfer his pension to a ‘Drawdown Pension’ to allow funds to be accessed, above and beyond his regular payments, for private health care if government care is insufficient. I received a detailed email laying out important points to consider and suggestions to contact official bodies to acquire clarification. David provided a level of service which exceeded any expectations we had, given our other dealings with financial advisers, and my family and I are extremely grateful.
The ideal PA and always a joy to contact
Cindy is the ideal PA since she is always a joy to contact, will resolve problems initially or if unable to will expedite the issue to a senior partner and pursue until resolved. All contact is diligently confidential. I have worked with her for many years and now consider her a friend and the first port of call for all advice from Pembroke on financial affairs.