Tag Archives: financial wellbeing

Improve your financial wellbeing with independent financial advice from Pembroke Financial Services

7 new year resolutions that could improve your financial wellbeing

New Year, Financial Advice, Financial Planning, Pembroke Financial News, Wellbeing, Financial FutureJanuary 7, 2022

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.

Mr Cooper, Lowestoft

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.

Mrs H, Brighton

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.

Kevin Bonner

Pembroke Financial Services Limited is Authorised and Regulated by the Financial Conduct Authority. We are entered in the Financial Services Register under number 228341, www.fca.org.uk. Registered and Incorporated in England & Wales at Atlas Chambers, 33 West Street, Brighton, BN1 2RE under number 2518721.The FCA does not regulate National Savings, or some forms of Mortgage, Tax Planning, Offshore Investments or School Fees Planning. The information contained within this site is subject to the UK regulation regime and is therefore targeted at consumers based in the UK only.