Pembrokeshire Wealth Management

At Pembrokeshire Wealth Management, we are a team of experienced financial advisers based in Llanteg, Pembrokeshire, dedicated to providing our clients with expert financial guidance and advice. With over 25 years of experience, our team has built a reputation for delivering personalized and jargon-free advice to individuals, families, and businesses across Pembrokeshire and beyond. Our commitment to providing a high level of service has earned us a loyal client base and numerous referrals.

Our Approach

We take a holistic approach to financial planning, considering our clients' unique circumstances, goals, and preferences. We believe in building long-term relationships with our clients, based on trust, understanding, and a deep understanding of their financial needs. Our approach is centered around providing comprehensive and tailored financial advice, designed to help our clients achieve their financial objectives.

Our Services

Our team of experts provides a wide range of financial services, including mortgages, pensions, and investments. We have extensive experience in the financial industry and are committed to staying up-to-date with the latest developments and products. Whether you are looking to purchase your first home, plan for retirement, or grow your wealth, we can help. Our services are designed to be flexible and adaptable, allowing us to accommodate your changing financial needs.

Meet the Team

Our team is comprised of experienced and qualified professionals, dedicated to providing exceptional service and advice. Led by Gareth Dewhurst, our team includes Lisa Burks, Administration Manager; Tracy Preece and Zoe Whitehouse, Administrators; and Rhys Thomas, Mortgage and Protection Adviser. We are proud of our team and the level of expertise they bring to the table.

Company Information

Pembrokeshire Wealth Management Limited is an appointed representative of The On-Line Partnership Limited, authorized and regulated by the Financial Conduct Authority (FCA) with FCA Number 763082. Our registered office address is Llanteglos Estate, Llanteg, Narberth, Pembrokeshire, Wales, SA67 8PU, and we are registered in the UK with company number 10195817.