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.
Impressed with the performance of our pensions and ISA
I just wanted to say that I’m really impressed with the performance of our pensions and ISA. In such difficult times it is clear to me that the decisions that the investment committee have made have protected our investments very well.
Pension Advice & Retirement Planning Articles
What Our Clients Say
I have never received such splendid advice and attention
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.
Delighted with the results
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
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.
Thanks again for your time and patience
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!
10% increase on our investments
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.