Tag Archives: millionaire

Young team working on a project in an office

How compounding could help younger generations become a pension millionaire

Pension, Investment, Savings, Pembroke Financial NewsJuly 2, 2021

Retiring with a £1 million pension can seem like an impossible challenge for young workers. Yet, with the benefits of compounding, it…

Delighted with the results

We want to thank you very much for your stewardship. I know that it is your professional attention to detail and your objective involvement which is responsible, but you do seem to have that extra “flair” – and its working well for us.

Mr & Mrs H, Seaford

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.

Alison Hutchinson, Shoreham-by-Sea

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

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.