Maureen Pembridge

Review from verified client

December, 2022

What were the circumstances that caused you to initially look for an adviser?

we were not especially financially knowledgeable and knew of Maureen from a friend so went ahead from there. We were not especially financially knowledgeable & knew of Maureen from a friend so went ahead from there.

Have you seen the outcome you were hoping for?

Yes

How has Maureen Pembridge helped you?

Maureen has advised us to appropriate investments to enhance our savings and give us financial security into old age

What could they have done better?

we have been very happy with things

Review from verified client

December, 2022

What were the circumstances that caused you to initially look for an adviser?

We had an inheritance

Have you seen the outcome you were hoping for?

Yes

How has Maureen Pembridge helped you?

Sound advice

What could they have done better?

Nothing

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

I have had advice and friendship from Maureen for many years, and have always found it safe and reliable. She was reccommended b y a mutúal friend, when my finances needed advice on etirement.

How has Maureen Pembridge helped you?

She knows that I am a very cautious invester, and ounderstands my attitude towrds high risk.

Have you seen the outcome you were hoping for?

My finances are stable and reliable in these times of low interest rates, and I believe as good as can be.

What could they have done better?

AS I am a very low risk and cautious invester, they may have done better, but I am satisfied with the security they give for the future.

Review from verified client

November, 2021

What were the circumstances that caused you to initially look for an adviser?

Maureen was recommended to us and we knew that for us such advice would be a good idea.

How has Maureen Pembridge helped you?

Maureen enabled us to review our financial circumstances, invest some of our disposable income and think about the future when we would get our respective pensions and lump sums.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We are very satisfied with the service and outcome we have received since 1996.

Review from verified client

November, 2021

What were the circumstances that caused you to initially look for an adviser?

Iwas advised to go to Maureen Pembridge for financial advice, by a trusted friend.many years ago,when I had some money to invest. Since then, Maureen has become a friend and I have never regretted leavingmy savings in her capable hands. She has always understood my needs and priorities.

How has Maureen Pembridge helped you?

As above, she knows my caution and fear of risk. She has managed my investments and income. changedinvestmentswhen neccessary, and taken any worry offmy shoulders as I have got older,

Have you seen the outcome you were hoping for?

Well,there is ofcourse not much interest oninvestments. But atleast allmy investments have been in safe hands, This brings me important peace of mind,Which is worth a great deal

What could they have done better?

Nothing

Review from verified client

November, 2021

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Maureen Pembridge helped you?

Advice on where to invest

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2021

What were the circumstances that caused you to initially look for an adviser?

Confusion over how to manage finances

How has Maureen Pembridge helped you?

She assisted me at the time with a range of investments that I had taken our with someone who had very little integrity and she gave me confidence

Have you seen the outcome you were hoping for?

Yes, mostly

What could they have done better?

Nothing

Review from verified client

April, 2021

What were the circumstances that caused you to initially look for an adviser?

Retirement with pension

How has Maureen Pembridge helped you?

Choice of good investments

Have you seen the outcome you were hoping for?

Over and above

What could they have done better?

Very pleased with all the advice Maureen has given me over 25 years.

Review from verified client

April, 2021

What were the circumstances that caused you to initially look for an adviser?

The need to become sensible about financial planning 25 years ago

How has Maureen Pembridge helped you?

Gave me confidence to invest long term and also was able to rescue some overpaid tax I knew nothing about

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

We were introduced to Maureen via a colleague.We attended a presentation she made at our place of work. We knew that in future we would have lump sums to invest and inherited income so we thought it prudent to seek advice.

How has Maureen Pembridge helped you?

Maureen did a review of our circumstances and set us on the path to various investments and savings. Maureen has also been involved in areas such as power of attorney and our first will. It has been good to have advice as the financial world has a language of its own. Maureen has steered us through this minefield for 25 years.

Have you seen the outcome you were hoping for?

We have been pleased with the choices we were offered and subsequent investments made and that continues to this day. Regular reviews have enabled us to make appropriate adjustments to our portfolio.

What could they have done better?

We have had no regrets about any of our decisions along the way, so nothing.

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

When my late husband retired 27 years ago he was put in touch with Maureen and she has continued to advise me since his death 7 years ago.

How has Maureen Pembridge helped you?

Maureen advised us the best way to invest what money we had and it has been very sound advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I know very little about investments and I trust Maureen to do the very best for me.

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

Inheritance

How has Maureen Pembridge helped you?

Maureen explained all the various options available

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, I was happy with the advice we were given.

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

My husband had to retire very early through ill health as a teacher and Maureen has helped us ever since

How has Maureen Pembridge helped you?

Planning investments of both of our lump sums when we retired plus helping us part buy and then put into a trust a flat for our bipolar son - plus putting some money into a trust for our grandchildren.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

don't know of anything

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

I was about to retire and so needed advice. I attended a retirement presentation in about 2001 and introduced myself to Maureen.

How has Maureen Pembridge helped you?

Maureen came to my house and went through the options available to me in my circumstances.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

N/A

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

On retirement we were not sufficiently confident in our own ability to manage our money for our new way of life. We have been advised by Maureen for nearly 25 years.

How has Maureen Pembridge helped you?

Her knowledge of the markets and investment types, and the regular completion of assessments of our attitude to risk enabled appropriate investments to be recommended and implemented. She also took a personal interest in us and our lifestyle.

Have you seen the outcome you were hoping for?

Yes, completely.

What could they have done better?

We cannot find anything to criticise as we are very pleased with the service.

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

On retirement I inherited some capital and need advice to invest it and a friend recommended Maureen Pembridge. This has proved to be the best thing I could have doe

How has Maureen Pembridge helped you?

She listened to my concerns and plans for the future and gave good advice and took care of everything for me.

Have you seen the outcome you were hoping for?

Yes indeed. My finances have been in safe hands, I have seen them grown where ever possible. i ethical investments. I know that if any look like failing, they will be changed adjusted at once. If I am worried, I know I only have to phone or e.mail.

What could they have done better?

I do not think anything

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

I was a teacher and needed advice about pensions.

How has Maureen Pembridge helped you?

She advised me how to make up the year I had missed whilst training and has advised me through the retirement procedure and beyond.

Have you seen the outcome you were hoping for?

Yes, I am managing my money well and saving.

What could they have done better?

Nothing as far as I know.

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

Bad financial advice previously. I needed help - this was about 30 years ago

How has Maureen Pembridge helped you?

She managed to sort out all the confusion and introduce me to pensions and savings which have performed consistently well since that time.

Have you seen the outcome you were hoping for?

Yes, as far as the market would allow. She has always shown great attention to detail and is a trusted advisor to other members of the family and friends as well

What could they have done better?

No idea - I think Maureen did the best that was possible.