Pembrokeshire Wealth Management LTD
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- Llanteglos Estate, Llanteg, Narberth, Dyfed, SA67 8PU
Pembrokeshire Wealth Management, located within the serene Llanteglos Estate, Narberth, offers expert financial planning and regulated advice. As an FCA registered firm under number 763082, we specialise in providing wealth management services, assisting clientele with investments, managing their pensions and offering retirement advice. We are renown for our proficiency in final salary pension transfers, fine-tuning them to suit individual needs. Covering the Dyfed region, our goal is to help our clients navigate their financial journey with integrity and professional insight. Tailoring our service to the needs of each client, from local families to seasoned investors, we pride ourselves on delivering clear, trustworthy advice to optimise financial freedom.
Their team includes one financial adviser. Check FCA registration here.
Pembrokeshire Wealth Management LTD are approved by the FCA to give advice on:
- ✔ Pensions & Retirements
- ✔ Financial Planning
- ✔ Investments
- ✔ Mortgage
- ✔ Equity Release
- ✔ Wealth Management
- ✔ Life Insurance
Directions to Pembrokeshire Wealth Management LTD from the Motorway
- Departing from the M4,
- at Junction 17, please take the A429/A350 exit directed towards Cirencester/Chippenham.
- Merge onto the M4.
- Upon reaching the roundabout, take the second exit onto the A48.
- At the Cross Hands Roundabout, take the third exit remaining on the A48.
- Once at Pensarn Roundabout, take the second exit which leads onto the A40.
- Continue on the A40 by taking the first exit at the following roundabout.
- At the subsequent roundabout, take the first exit onto the A477.
- Make a left turn.
- Followed by another left turn.
- Then proceed to make a final left turn, please note that this is a restricted usage road. Your destination will be located on your left.
List of advisers under Pembrokeshire Wealth Management LTD:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.