Please thank Sue for all her help. It is always a pleasure to speak to her. She sounds like a lovely young lady.
I want to thank you for everything you did for Muriel – I know that she thought of you as a friend as well as her advisor and I know that you were very helpful to her as well as giving her peace of mind that her funds were safe.
I’ve used Frances Boiling’s services for several years as my financial advisor. She has always been patient, informative and diligent. Most recently, she has helped me to invest part of an inheritance, and has taken the time to thoroughly answer all my many questions. That kind of professionalism – especially since I’m not a big-money client – deserves praise, and I hope you’ll let her know how much I appreciate her.
Cindy is the ideal PA since she is always a joy to contact, will resolve problems initially or if unable to will expedite the issue to a senior partner and pursue until resolved. All contact is diligently confidential. I have worked with her for many years and now consider her a friend and the first port of call for all advice from Pembroke on financial affairs.
I took the jump and dived in to look at my pension, well you are all very clever because considering the markets I was pleasantly surprised, I realise this is a lot of work for you all but I am very grateful.
Just wanted to drop you a line to thank you for coming around earlier this week. Appreciate the work you have done this year in growing my investment and it was a helpful conversation in every way!
Pembroke Financial Services (Julie especially) actively went above and beyond what I expected from a mortgage adviser, they really went that “extra mile” for me and I cannot recommend them highly enough! Thank you!
I would like to introduce you to my cousin, who I have included on this email. She is looking for someone to support her with setting up a pension/ financial advice… basically the same kind of service you offer me. Pembroke Financial has been fantastic to me over the years, so I recommended you.
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
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.
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.
Thanks again Jo! I definitely wouldn’t be doing this trip without your advice and support! I really do appreciate how brilliantly you do what you do and absolutely recognise the difference it has made to how I am living my retirement years! Thank you.
Fantastic service throughout the process of buying our first home. My partner and I were guided through the process and our circumstances were considered every step of the way. Efficient replies to emails and enquiries with constant updates throughout the process. Paul and Julie a credit to the company who we had personal dealings with throughout, right up to completion.
Julie was so helpful, professional and efficient and worked very hard to get us the best deal Thank you so much for all your hard work I really appreciate it.
I just received the review and haven’t read it yet but am extremely pleased with the results over the past 6 months on my account – especially in view of the pandemic and crazy, constantly evolving economy we are experiencing recently. Many thanks and congratulations to you and the team for orchestrating gains amidst turmoil!
I have known Karla professionally for some years. In that time, she has successfully managed my portfolios – personal and corporate – demonstrating a high level of skill and diligence. Karla has the ability to explain complex concepts and principles in a straightforward manner thus avoiding any confusion or misunderstanding. In my opinion, Karla is a true professional and I have no hesitation in recommending her.
Dear Keith, It was a pleasure to catch up with you today and thank you for the in depth report on our investments with you. Thank you for your continued good work.
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.
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.
Fantastic experience with Paul and Julie. Super helpful, communicative and full of advice. Will not hesitate to use Pembroke in the future.
I have always found Pembroke friendly and efficient.
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.
I am very happy with the service that I have received from Pembroke Financial Services on the transfer of my pension from a final salary scheme to a personal pension. I found that Frances was knowledgeable, thorough, and a very clear communicator eliminating jargon. The Pembroke process that was followed including support systems with risk and cash flow analysis allowed a rigorous fact based recommendation about what I needed to do. I absolutely recommend their approach and service.
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.
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!
Just received the latest 6 monthly valuation statement from Standard Life (a 10% increase!), and so wanted to say thank you to Keith and to you all on the Investment Committee.
Great support and communication throughout the entire process, by Julie.
Your help going through my Investments and Pensions and your advice concerning the future really helped me plan the next 5 years. As I mentioned I am extremely grateful to you and all at Pembroke for all your good advice over the last 15 years or so which has certainly borne fruit.
Would highly recommend. A very efficient team always ready to help and answer any questions.
Just to let you know we had a really good session with Jamie Clay yesterday- he was very warm, easy to talk to, listened to our concerns, answered our questions and we found him very helpful and not at all patronising. We’re looking forward to working with him over the years to come.
Very pleased with Pembroke, Paul in particular was incredibly helpful over a couple of in-person meetings and then numerous emails to select a mortgage and get the application completed. My previous experience of other brokers was not great, they were pushy and tried to sell me overpriced insurance on top. But Pembroke were not like that. I had many questions about various things (interest-only, retirement mortgages, risk etc) and Paul listened to what I was trying to achieve long-term and advised me on what’s feasible and what to avoid for now. He and Julie found us a good deal for our initial remortgage, navigating a bunch of issues with different lender’s requirements. I’m pleased I went with a broker, to guide me through this – worth every penny. I will be back next time I need to change mortgage.
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.
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.
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.
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.
Thank you very much, Keith, and thanks again for your time and patience today. Jack and I thoroughly enjoyed our visit – and that’s not something that is said when visiting most financial institutions!
Thanks for the update on our investments. We are very pleased as usual, please pass our thanks to the other Keith too. Given the current climate, we feel very lucky! Many thanks for your prompt attention, and excellent service!
I thought the review pack was excellent. Very clear, informative, good exploration of our options, cost modelling and I totally agree with your recommendations. By far the best review and the best advice that I have received from an IFA.
I just wanted to say that I’m really impressed with the performance of our pensions and ISA. In such difficult times it is clear to me that the decisions that the investment committee have made have protected our investments very well.
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.
Thank you so much for all the help and advice you have provided. You have a great rapport as well as being very professional and being very good at following up and taking action. I will definitely recommend you and Antrams to anyone who asks.
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
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.
My partner Caroline and I recently bought our first home, and we really cannot overstate how helpful and reassuring Pembroke were throughout the whole process. Without Paul and Julie, our contacts at Pembroke, we probably wouldn’t be moving at all. Paul got straight on the phone with us at the start of the process, managed to explain each step in a really informative yet simple way, and was extremely patient with our various ‘first-time buyer’ questions and emails. Paul found some great mortgage deals for us, explained the pros and cons of each element (like the length of our fixed-rate term), and gave sound advice that made us feel comfortable and prepared. We would thoroughly, thoroughly recommend Paul and the team at Pembroke to anybody, especially to first-time homebuyers.
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.
I was not expecting such an exciting performance from virtually everything and must take this opportunity to be serious and tell you how much I appreciate the way you look after everything and nurse my investments along. I have no need to tell you that so much of the detail is way above my head but I know you are keeping your eye on everything and that is very gratifying.
Paul and the whole team at Pembroke were so friendly and helpful throughout the purchase of our first property. Paul was happy to answer all my questions and explain the process which was great as it can be confusing when you are a first time buyer. Would highly recommend! Thank you Pembroke Financial Services!
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.
I have used Sue as my IFA for 20 years and have recommended her to friends. Sue has a great knack for explaining money matters in straightforward easy-to-grasp terms and has done a great job in spotting opportunities for me to shift some of my investments into ethical assets in accordance with my preferences, while maintaining financial growth.
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.
I very much appreciate the time and consideration you have taken on my behalf. I have never received such splendid advice and attention and I look forward to a long and happy Investment career with Pembroke Financial Services.
I would like to take the opportunity to let you know that my experience with Seb Lewis is absolutely fantastic. He is providing me with rounded advise and moreover is personable and practical. I don’t usually give feedback but had to let you know as it’s a great experience.
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.
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!
I want to thank you so much for the investments that you worked out for me. I am able to live very comfortably – 3 holidays a year – and fillet steak when I want to buy it!
I can’t speak highly enough of Paul and the team at Pembroke FS on the level of service received following my new mortgage for my recent house move. Full communication throughout every milestone so I fully knew where I was at all times and even went above and beyond to deal with a major obstacle that threatened to derail the process and advise on the situation using his experience. Couldn’t recommend a better team and will 100% use their services in the future.
I just wanted to let you know it was a good to meet you last week, and to thank you and the team for all of your efforts and good advice in looking after our savings. We have great confidence in you and Pembroke.
Myself and Debby really appreciate the clear and invaluable advice that has been given to us over the past few years and will certainly be in touch should we need any help with financial matters in the future. Also, thank you for keeping us informed and your efficiency in actioning things as required.
Paul helped us find an amazing deal on our mortgage. Explained everything in simple terms for us and answered our many questions. Already recommended to friends. Thank you again for all your help, made a stressful process, feel so easy.
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!
I have known Ken Ozanne for well over a decade. During this time, he has helped sort out my parents’ complicated financial arrangements, looked after my company’s pension scheme and also given advice to my staff.
Ken has also given sage-like advice to me, helping my own family through what have been some very difficult times. I have found Ken to be easy to deal with, taking the time to explain things in a simple straightforward manner that is easy to understand, but, most importantly, I always get the feeling that as a client ‘we come first’. Ken’s personal attention to detail is immense.
I would strongly recommend anyone in need of financial advice to look no further than Ken, knowing that they will be seeing someone that they can trust.