Expert Tax Planning

Thank you for your prompt attention, and excellent service

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!

Jill was an absolute pleasure to deal with

I cannot thank Jill enough for her recent help in guiding me and my wife through the re-mortgage process. She was polite and responded to all our queries quickly, but she was also very thorough and clear in the way she explained each step. Jill was an absolute pleasure to deal with, and we will be looking to use her again when we eventually move house.

The ideal PA and always a joy to contact

Cindy is the ideal PA since she is always a joy to contact, will resolve problems initially or if unable to will expedite the issue to a senior partner and pursue until resolved. All contact is diligently confidential. 
I have worked with her for many years and now consider her a friend and the first port of call for all advice from Pembroke on financial affairs.

Exceeded any expectations we had

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.

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.