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 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!
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.
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.
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!
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 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.
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!
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 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.
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.
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
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.
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.
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.
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 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 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!
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.