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. The time spent with my wife Lesley explaining what was proposed gave both Lesley and me the comfort that Lesley would be well supported after I have gone. I absolutely recommend their approach and service.
We feel ‘looked after’ by you
We are more than happy with the way you, Stuart and anyone else involved at Pembroke have dealt with our pensions/transfers. You have always explained things in a way that’s easy to understand without being patronising and we feel ‘looked after’ by you. The pension transfer too was so easy and I have been kept informed every step of the way.
Pension Advice & Retirement Planning Articles
What Our Clients Say
Thank you for your continued good work
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.
Thank you so much for the investment advice
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!
We really appreciate the professionalism of Pembroke
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
Thank you very much for all the clear financial advice
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.
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.