This year, making a new year resolution that considers your long-term financial wellbeing could have a positive impact far beyond 2022.
Professional handling of financial affairs
May I use this opportunity to thank Cindy and Keith for the professional way that you have always handled my financial affairs. As a satisfied customer, I would be very happy to recommend Pembroke Financial Services to any of my friends and family.
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.
Top-class customer service
I have been dealing with Paul Grennan and Julie Ward for a mortgage that has not been entirely straightforward. Frankly, I am so impressed by the service I have received, that I felt compelled to drop you a line. I have not been this impressed or this happy with customer service for a long time, and you should know that Paul and Julie are an asset to your business. It was not just the positive result I was happy with, but also the fact that I was called when a promise was made to call me, emailed when a promise was made to email me and kept informed at every single stage. Paul and Julie are friendly and knowledgeable professionals. Top-class customer service has become a rarity in many service industries, so it’s good to know that I chose well, when I chose Pembroke.