Business Details
10 Years
experience
Trusted Financial Advisers in Pembrokeshire
We are a financial advisory firm based in Llanteg, Pembrokeshire, regulated by the Financial Conduct Authority. With over 25 years of experience, our team, led by Gareth Dewhurst, is dedicated to providing high-quality, jargon-free financial advice tailored to individuals, families, and businesses. Our approach combines deep local knowledge with a commitment to staying updated on market developments.We prioritise building long-term relationships through transparency and client-focused solutions, ensuring flexibility in financial planning to adapt to life's changes. Our success stems from personal recommendations and a track record of helping clients achieve their financial goals.
Services
Financial Advice
Mortgages
Pensions
Investments
Mortgage Advisers
Protection Advisers
Financial Planning
Details
- Year established: 2016
Highlights and features
- We offer over 25 years of experience in financial advisory services.
- Our team combines local expertise with up-to-date market knowledge.
- We are regulated by the Financial Conduct Authority (FCA).
- Our success is built on long-term client relationships and recommendations.
- We provide flexible, client-focused financial planning solutions.
Associations and certifications
- Financial Conduct Authority
Services
Financial Advice
We provide comprehensive financial advice tailored to individual needs, covering investment strategies, retirement planning, and risk management. Our team ensures clients receive up-to-date, jargon-free guidance to navigate complex financial decisions. With a focus on long-term relationships, we adapt plans to life changes while maintaining compliance with FCA regulations.
Mortgages
Our mortgage advisory service helps clients secure competitive home loan solutions suited to their financial circumstances. We assess market options to recommend mortgages that align with clients' long-term goals. The team ensures transparent communication throughout the application process, prioritising affordability and sustainability for homeownership.
Pensions
We offer specialist pension advice to optimise retirement savings and income. Our strategies include consolidating existing pensions, tax-efficient planning, and selecting appropriate investment vehicles. The team ensures clients understand their options while adhering to regulatory standards, aiming to secure financial stability in retirement.
Investments
Our investment advisory service focuses on building diversified portfolios aligned with clients' risk profiles and financial objectives. We provide ongoing portfolio reviews and market analysis to maximise returns while managing risks. The approach combines thorough research with personalised strategies for both short-term and long-term growth.
Protection Advisers
We offer tailored protection advice to safeguard clients' financial well-being through life insurance, critical illness cover, and income protection. Our recommendations consider individual circumstances to ensure adequate coverage against unforeseen events. The team evaluates policies to find cost-effective solutions that provide peace of mind for clients and their families.
People
Gareth Dewhurst
Founder
Gareth Dewhurst, with over 25 years of experience, founded Pembrokeshire Wealth Management in 2016. He leads a team committed to delivering high-quality financial advice, building long-term relationships through transparency and client-focused solutions.
Lisa Burks
Administration Manager
Lisa Burks has served as Administration Manager for over 15 years, supporting Gareth Dewhurst's team with organisational expertise. Her role ensures efficient operations and client service delivery within the firm's financial advisory framework.
Rhys Thomas
Mortgage and Protection Adviser
Rhys Thomas, a newly qualified Mortgage and Protection Adviser, brings five years of teaching experience in science and maths. He specialises in Welsh language support and provides tailored financial solutions to clients.
Zoe Whitehouse
Administrator
Zoe Whitehouse contributes as an administrator, supporting the team's operational needs. Her role involves managing client documentation and ensuring smooth administrative processes within the financial advisory services provided.
Questions
What financial services do you offer?
We provide financial advice, mortgages, pensions, investments, and protection planning tailored to individual needs.
Are you regulated by any financial authority?
Yes, we are regulated by the Financial Conduct Authority (FCA) under reference number 763082.
How experienced is your team?
Our team has over 25 years of combined experience in financial advisory services, with specialists in mortgages and protection.
How do you tailor financial plans to clients?
We assess individual goals, risk profiles, and life circumstances to create flexible, jargon-free financial strategies.
What are your office hours?
Our offices are open Monday to Friday from 9:00 AM to 5:00 PM for client consultations.
