If you’ve been named as a Power of Attorney, it can be daunting. Find out what you need to know and what…
We really appreciate the clear and invaluable advice
Myself and Debby really appreciate the clear and invaluable advice Guy has given us over the past few years and will certainly be in touch should we need any help with financial matters in the future – so please pass on sincere thanks. Also, thank you for keeping us informed and your efficiency in actioning things as required.
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.
I have kept an eye on my pension recently and saw on Friday that it is now above the best Pre-COVID level. What a brilliant job Pembroke has done to achieve this!