We partly rely on income from our investments and for the past fifteen years Pembroke has been or IFA. Our confidence has been well founded: Pembroke has always managed to keep us on the winning side in what have sometimes been turbulent times in the financial markets.
Following a significant life event, I needed to know and understand the financial options available to provide security for me and my children. Sue listened to my needs with empathy. Providing a number of options to consider, she explained the differences and patiently answered my questions to ensure my understanding.
Sue was already my IFA of long-standing when I needed to make the right choices for my retirement. As an academic seeking a partial retirement, her mastery of her field meant that I was able to cut through the bureaucracies of the pension fund and my university. I simply could not have managed without Sue.
I have used Sue as my IFA for 20 years and have recommended her to friends. Sue has a great knack for explaining money matters in straightforward easy-to-grasp terms and has done a great job in spotting opportunities for me to shift some of my investments into ethical assets in accordance with my preferences, while maintaining financial growth.