I would like to take the opportunity to let you know that my experience with Seb Lewis is absolutely fantastic. He is providing me with rounded advise and moreover is personable and practical. I don’t usually give feedback but had to let you know as it’s a great experience.
I thought the review pack was excellent. Very clear, informative, good exploration of our options, cost modelling and I totally agree with your recommendations. By far the best review and the best advice that I have received from an IFA.
I have kept an eye on my pension recently and saw on Friday that it is now above the best Pre-COVID level. What a brilliant job Pembroke has done to achieve this!
I just received the review and haven’t read it yet but am extremely pleased with the results over the past 6 months on my account – especially in view of the pandemic and crazy, constantly evolving economy we are experiencing recently. Many thanks and congratulations to you and the team for orchestrating gains amidst turmoil!
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 just wanted to let you know it was a good to meet you last week, and to thank you and the team for all of your efforts and good advice in looking after our savings. We have great confidence in you and Pembroke.
Just received the latest 6 monthly valuation statement from Standard Life (a 10% increase!), and so wanted to say thank you to Keith and to you all on the Investment Committee.
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
I very much appreciate the time and consideration you have taken on my behalf. I have never received such splendid advice and attention and I look forward to a long and happy Investment career with Pembroke Financial Services.
I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.