Daily Archives: July 20, 2021

5 excuses for not seeking financial advice, and why they’re wrong

Financial Advice, Financial Planning, Pembroke Financial Services, Pembroke Financial News, GoalsJuly 20, 2021

Research suggests 9.4 million Brits aren’t seeking financial advice despite being open to the idea of it. For some, misconceptions, like that…

Patient, informative and diligent

I’ve used Frances Boiling’s services for several years as my financial advisor. She has always been patient, informative and diligent. Most recently, she has helped me to invest part of an inheritance, and has taken the time to thoroughly answer all my many questions. That kind of professionalism – especially since I’m not a big-money client – deserves praise, and I hope you’ll let her know how much I appreciate her.

Caroline Sullivan, Brighton

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.

Jenny

Friendly and efficient

I have always found Pembroke friendly and efficient.

Mr W Fenton, Hove

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