There is more time to capitalise on opportunities for early year-end tax planning and Venture Capital Trusts (VCTs) are launching their fund-raising…
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.
I would recommend Jill and Pembroke to others
I would definitely recommend Jill and Pembroke to others. Jill was very helpful at every stage and always available to help us with any questions or concerns. She made the whole process smooth and painless.
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.