Your financial future is our top priority
Pembrokeshire Wealth Management is a leading financial planning practice based in the heart of Llanteg, Pembrokeshire. Led by Gareth Dewhurst, a seasoned financial advisor with over 25 years of experience, our team of dedicated professionals are passionate about empowering clients to achieve their financial goals.
Our Expertise
With a deep understanding of the local financial landscape, we offer a comprehensive range of services designed to meet the diverse needs of individuals, families, and businesses. Our tailored services include:
- Mortgages
- Comprehensive mortgage advice to first-time buyers, home movers, and experienced homeowners.
- Assistance with remortgages and equity release options.
- Pensions
- Pension planning and optimization, ensuring you maximize your retirement savings and benefits.
- Guidance on state pension options and private schemes.
- Investments
- Investment planning and portfolio construction, tailored to your individual goals and risk tolerance.
- Ongoing review and adjustment to your investments to ensure they remain aligned with your financial objectives.
Our Approach
At Pembrokeshire Wealth Management, we believe financial planning should be accessible, transparent, and jargon-free. We take the time to understand your unique circumstances, goals, and financial aspirations. We work collaboratively with you to create a personalized plan that aligns with your individual needs and preferences.
Our Team
Our close-knit team comprises experienced professionals with proven track records in financial planning, administration, and client service. We are committed to providing personalized attention and building lasting relationships with our clients.
Our Values
Our core values underpin everything we do:
- Client-centricity: We prioritize your needs and goals in every step of the process.
- Transparency: We communicate clearly and honestly, providing regular updates and explanations.
- Accessibility: We are committed to making financial planning accessible to everyone.
- Integrity: We adhere to the highest ethical and professional standards.
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