I have known Karla for a number of years and have seen her flourish into a fine and professional financial adviser who places the clients’ interests at the forefront of her advice process. Not only is Karla able to provide good and sound financial planning advice, but also having worked for a major industry provider for several years too, she understands the processes involved in completing the work needed to be done.
Really helpful from the whole team. Options quickly and clearly explained, and they delivered the right product offered which was organised in good time. Thanks to Paul, Julie and Carol for all their work sorting out my equity release.
Superb attention. Very personalised prompt service. The team are excellent and I felt they always had my best interests at heart. I shall be continuing to use their services. Thank you!
We were very pleased with our meeting with Seb, a very kind and polite person, his knowledge gave us confidence and he was able to answer all our questions and more!
My advisor, Hena Shad, and Antrams [now Pembroke] have been committed to putting my needs first and have gone above and beyond to ensure my pension and investments have been handled with the best possible outcome. Hena has been a pillar of strength throughout the whole financial planning process. I would highly recommend them for the precise, personal management they offer.
I just wanted to let you know how impressed I have been with the very professional way in which Jamie Clay has dealt with a number of queries I have had with regard to my Wrap investment generally and the transfer to Pier in particular. He has answered and explained various points that I have raised with patience and courtesy, for which I am most grateful to him for and which is very much appreciated.
It is without hesitation that we would highly recommend Antrams and in particular Lester Killip and Phil Revell. Throughout our dealings with Antrams, we have experienced an exceptional level of care, professionalism, and efficiency. We truly believe that what we achieved with Antrams we would have struggled to achieve with another company – a huge thank you from the Porter Family.
We partly rely on income from our investments and for the past fifteen years, Suzanne Benson has been our IFA. Our confidence has been well founded: Suzanne has always managed to keep us on the winning side in what have sometimes been turbulent times in the financial markets.
Following a significant life event, I needed to know and understand the financial options available to provide security for me and my children. Sue listened to my needs with empathy. Providing a number of options to consider, she explained the differences and patiently answered my questions to ensure my understanding.
Sue was already my IFA of long-standing when I needed to make the right choices for my retirement. As an academic seeking a partial retirement, her mastery of her field meant that I was able to cut through the bureaucracies of the pension fund and my university. I simply could not have managed without Sue.