Investments

I want to thank you so much for the investments that you worked out for me. I am able to live very comfortably – 3 holidays a year – and fillet steak when I want to buy it!

Thank you very much, Keith, and thanks again for your time and patience today. Jack and I thoroughly enjoyed our visit – and that’s not something that is said when visiting most financial institutions!

Dear Keith, It was a pleasure to catch up with you today and thank you for the in depth report on our investments with you. Thank you for your continued good work.

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.

Thanks for the update on our investments. We are very pleased as usual, please pass our thanks to the other Keith too. Given the current climate, we feel very lucky! Many thanks for your prompt attention, and excellent service!

We want to thank you very much for your stewardship. I know that it is your professional attention to detail and your objective involvement which is responsible, but you do seem to have that extra “flair” – and its working well for us.

I was not expecting such an exciting performance from virtually everything and must take this opportunity to be serious and tell you how much I appreciate the way you look after everything and nurse my investments along. I have no need to tell you that so much of the detail is way above my head but I know you are keeping your eye on everything and that is very gratifying.

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.