We are financial advisers based in Saundersfoot, Pembrokeshire, offering financial advice and are regulated by the Financial Conduct Authority. With more than 25 years experience offering financial advice in Pembrokeshire, Gareth Dewhurst leads a team committed to providing financial advice of the very highest standard, to people from all walks of life.
We're a local business and pride ourselves on offering friendly, personal and jargon-free advice to individuals, families and businesses throughout Pembrokeshire and beyond. There really is no substitute for it and we combine our experience with a passion for staying completely up to date with all the latest developments and products in the market.
Please browse our website for more information on the services we provide, or contact us for an informal chat with Pembrokeshire financial advisers that are committed to helping you achieve your financial goals.
We're a local business and pride ourselves on offering friendly, personal and jargon-free advice to individuals, families and businesses throughout Pembrokeshire and beyond. There really is no substitute for it and we combine our experience with a passion for staying completely up to date with all the latest developments and products in the market.
Please browse our website for more information on the services we provide, or contact us for an informal chat with Pembrokeshire financial advisers that are committed to helping you achieve your financial goals.
Services
Gareth Dewhurst is one of Pembrokeshire's best known financial advisers.
Joining Gareth are Lisa Burks, Administration Manager, who has worked for the Gareth for over 15 years and Administrator, Zoe Whitehouse.
From our conveniently located offices in Saundersfoot above Tesco Express, we provide financial advice across a wide range of areas, tailored to our clients personal needs and expectations.
We are dedicated to helping our clients identify their financial goals and making sure they're effectively achieved, within the timescales required.
Joining Gareth are Lisa Burks, Administration Manager, who has worked for the Gareth for over 15 years and Administrator, Zoe Whitehouse.
From our conveniently located offices in Saundersfoot above Tesco Express, we provide financial advice across a wide range of areas, tailored to our clients personal needs and expectations.
We are dedicated to helping our clients identify their financial goals and making sure they're effectively achieved, within the timescales required.
Helping clients with mortgages in Pembrokeshire, as well as further afield, is one of our key services and our experience is unrivalled.
Our aim is to make the whole process as straightforward and stress-free as possible.
Our mortgage broker service includes researching the whole of the market to find the very best mortgage for you, securing lending decisions in principle, completing the paperwork and dealing with lenders and solicitors throughout, to ensure a smooth experience from start to finish.
Our aim is to make the whole process as straightforward and stress-free as possible.
Our mortgage broker service includes researching the whole of the market to find the very best mortgage for you, securing lending decisions in principle, completing the paperwork and dealing with lenders and solicitors throughout, to ensure a smooth experience from start to finish.
Pensions can be a particularly confusing area it's often where our expert help is most useful and appreciated.
Pension planning these days falls into two categories - 'pre' retirement and 'at' retirement.
The latter never used to require much attention but recent legislation means there are now various different options that need careful consideration.
Whichever category you fall into, Pembrokeshire Wealth Management can provide the expert advice needed to make sure your retirement is everything you expect it to be.
Pension planning these days falls into two categories - 'pre' retirement and 'at' retirement.
The latter never used to require much attention but recent legislation means there are now various different options that need careful consideration.
Whichever category you fall into, Pembrokeshire Wealth Management can provide the expert advice needed to make sure your retirement is everything you expect it to be.
The world of investments and savings can seem confusing, with a vast and bewildering array of differing opportunities and dangers - not helped by the amount of jargon used by the industry.
Our role is to explain what's available, in plain English, and help you make the right choices based on your objectives.
We understand that everyone's requirements are different - whether you are investing for growth, retirement income or future school fees.
We'll take into account cash deposits, ISAs, stockmarket-based investments, pensions and other savings and investments to ensure there is a suitable balance for you between risk and reward.
Our role is to explain what's available, in plain English, and help you make the right choices based on your objectives.
We understand that everyone's requirements are different - whether you are investing for growth, retirement income or future school fees.
We'll take into account cash deposits, ISAs, stockmarket-based investments, pensions and other savings and investments to ensure there is a suitable balance for you between risk and reward.
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