Our Godfrey Pembroke adviser gave us immediate confidence that he understood our situation and could find a solution. He helped develop clear retirement goals and investment targets, and then created a plan to help us achieve them.
On first meeting my Godfrey Pembroke adviser, I was impressed by the breadth of his financial knowledge and rapid understanding of the particular issues we faced.
Our adviser has helped us put in place a coherent investment strategy generating a reliable income stream, without excessive risk. This has allowed us to achieve more sustainable results with less effort, and given us the peace of mind of knowing we have a strong strategy in place.
The team at Godfrey Pembroke have not only provided high quality advice on my family’s finances, they have also helped to protect the value in my business with a clearly thought out and well-supported succession plan. I would recommend them to anyone.
…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. Now I feel confident that I can concentrate on my career, knowing my family’s finances are in safe hands.