Daily Archives: October 12, 2021

7 steps to take when you receive an inheritance to make the most of it

Financial Planning, Pembroke Financial News, InheritanceOctober 12, 2021

Receiving an inheritance can be life-changing. But it can also be overwhelming and you may not know where to start when deciding…

Helpful, professional and efficient

Julie was so helpful, professional and efficient and worked very hard to get us the best deal Thank you so much for all your hard work I really appreciate it.

Clarissa Varza, Littlehampton

Giving her peace of mind that her funds were safe

I want to thank you for everything you did for Muriel – I know that she thought of you as a friend as well as her advisor and I know that you were very helpful to her as well as giving her peace of mind that her funds were safe.

Lucy Quinn, East Sussex

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.

Phil Totham, East Sussex

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