Category Archives: Succession planning

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.

Appreciate the work done this year in growing my investment

Just wanted to drop you a line to thank you for coming around earlier this week. Appreciate the work you have done this year in growing my investment and it was a helpful conversation in every way!

We would recommend Pembroke Financial to anyone

We would recommend Pembroke Financial to anyone. In particular Jill Rickson, who has helped us out several times with re-mortgaging and when we moved. She is friendly, efficient and seems to have a better knowledge of the mortgage products than several other financial advisers we spoke with.