He helped develop clear retirement goals and investment targets, and then created a plan to help us achieve them. We’re now able to enjoy life more in the present, knowing that the future has been taken care of.
I was impressed by the breadth of his financial knowledge and rapid understanding of the particular issues we faced. We are also delighted by the fast and responsive support we receive from our adviser and his team.
The team from Godfrey Pembroke made the process easy. They took the time to truly understand our lifestyle goals and situation, then developed a personalised plan that took all of our needs into account