Category Archives: Savings & Investments

Really helped me plan the next 5 years

Your help going through my Investments and Pensions and your advice concerning the future really helped me plan the next 5 years. As I mentioned I am extremely grateful to you and all at Pembroke for all your good advice over the last 15 years or so which has certainly borne fruit.

Thoroughly recommend Paul and the team

My partner Caroline and I recently bought our first home, and we really cannot overstate how helpful and reassuring Pembroke were throughout the whole process. Without Paul and Julie, our contacts at Pembroke, we probably wouldn’t be moving at all. Paul got straight on the phone with us at the start of the process, managed to explain each step in a really informative yet simple way, and was extremely patient with our various ‘first-time buyer’ questions and emails. Paul found some great mortgage deals for us, explained the pros and cons of each element (like the length of our fixed-rate term), and gave sound advice that made us feel comfortable and prepared. We would thoroughly, thoroughly recommend Paul and the team at Pembroke to anybody, especially to first-time homebuyers.

We feel ‘looked after’ by you

We are more than happy with the way you, Stuart and anyone else involved at Pembroke have dealt with our pensions/transfers. You have always explained things in a way that’s easy to understand without being patronising and we feel ‘looked after’ by you. The pension transfer too was so easy and I have been kept informed every step of the way.