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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.
I absolutely recommend their approach and service
I am very happy with the service that I have received from Pembroke Financial Services on the transfer of my pension from a final salary scheme to a personal pension. I found that Frances was knowledgeable, thorough, and a very clear communicator eliminating jargon. The Pembroke process that was followed including support systems with risk and cash flow analysis allowed a rigorous fact based recommendation about what I needed to do. I absolutely recommend their approach and service.
Couldn’t recommend a better team
I can’t speak highly enough of Paul and the team at Pembroke FS on the level of service received following my new mortgage for my recent house move. Full communication throughout every milestone so I fully knew where I was at all times and even went above and beyond to deal with a major obstacle that threatened to derail the process and advise on the situation using his experience. Couldn’t recommend a better team and will 100% use their services in the future.