Business Details
10 Years
experience
Your Trusted Financial Advisers in Llanteg
We are a financial advisory firm based in Llanteg, Pembrokeshire, with over 25 years of experience in providing tailored financial solutions. Our team, led by Gareth Dewhurst, is committed to delivering jargon-free, client-focused advice to individuals, families, and businesses across Pembrokeshire and beyond. Regulated by the Financial Conduct Authority, we combine deep local knowledge with a dedication to staying at the forefront of industry developments. Our approach prioritises long-term relationships built on trust, transparency, and a thorough understanding of our clients' unique financial goals.With a team of experienced professionals, including newly qualified mortgage and protection advisers, we offer comprehensive services in investment planning, pensions, and wealth management. Our success is rooted in personal recommendations and a track record of helping clients navigate financial decisions with confidence. We operate from our offices in Llanteg, ensuring accessibility and a personal touch in all our interactions.
Services
Financial Advice
Investment Planning
Mortgage Advice
Protection Advice
Pension Planning
Details
- Year established: 2016
Highlights and features
- We have over 25 years of experience in financial advisory services.
- Our team is regulated by the Financial Conduct Authority (FCA).
- We provide jargon-free, personalised financial advice tailored to client needs.
- We maintain long-term client relationships through transparent communication.
- Our advisers combine local market knowledge with industry expertise.
Associations and certifications
- Financial Conduct Authority
Services
Financial Advice
We offer tailored financial advice to help clients achieve their long-term goals. Our FCA-regulated team provides jargon-free guidance on investments, pensions, and wealth management. With over 25 years of combined experience, we focus on creating personalised strategies that adapt to life's changing circumstances.
Investment Planning
Our investment planning service helps clients grow their wealth through diversified portfolios. We assess risk tolerance, financial objectives, and market trends to recommend suitable investment vehicles. Regular reviews ensure strategies remain aligned with clients' evolving needs and market conditions.
Mortgage Advice
We provide expert mortgage advice to help clients secure competitive home loans. Our qualified advisers evaluate financial situations, recommend suitable mortgage products, and guide clients through the application process. We stay updated on market changes to ensure optimal solutions.
Protection Advice
Our protection advice service ensures clients have adequate coverage for life's uncertainties. We assess individual needs to recommend life insurance, critical illness cover, and income protection policies. Our goal is to provide financial security for clients and their families.
Pension Planning
We help clients prepare for retirement through comprehensive pension planning. Our services include consolidating existing pensions, recommending tax-efficient contributions, and creating sustainable income strategies. We ensure clients meet their retirement goals while complying with regulatory requirements.
People
Gareth Dewhurst
Financial Adviser
With over 25 years of experience, Gareth founded Pembrokeshire Wealth Management in 2016. He specialises in holistic financial planning and has built long-term client relationships through trusted advice.
Lisa Burks
Administration Manager
Lisa has supported Gareth for over 15 years, managing administrative operations with precision. Her organisational skills ensure smooth day-to-day running of client services and internal processes.
Rhys Thomas
Mortgage and Protection Adviser
Rhys joined as a newly qualified adviser after teaching science and maths. He combines analytical expertise with client-focused advice, offering mortgage and protection solutions tailored to individual needs.
Zoe Whitehouse
Administrator
Zoe provides essential administrative support, ensuring efficient client communication and documentation management. Her attention to detail contributes to the team's ability to deliver timely, accurate financial services.
Questions
What services does Pembrokeshire Wealth Management offer?
We provide financial advice, investment planning, mortgage guidance, pension schemes, and protection solutions tailored to individual client needs.
Are you regulated by any financial authority?
Yes, we are regulated by the Financial Conduct Authority (FCA) under reference number 763082.
How long has the company been operating?
We launched in December 2016, though our lead adviser has over 25 years of experience in Pembrokeshire.
Do you work with clients outside Pembrokeshire?
Yes, while based in Pembrokeshire, we serve clients across Wales and the wider UK.