It’s rather stating the obvious to say that 2020 has been a year of uncertainty with COVID 19 affecting all parts of the community in varying degrees!

However, it is a storm that Pembrokeshire Wealth Management is weathering.  Throughout the lockdown restrictions we trust we have been able to offer reassurance through these turbulent times by communicating in different ways such as Zoom and Skype appointments.  We’d like to take this opportunity to thank you all for being so adaptable.

Like many of you, we are starting to look to the near future and, as lockdown continues to ease, we will do our best to get back to offering your our ‘normal’ service. As such we feel that now is the time to start sharing our forward plans with you…

The biggest change for Pembrokeshire Wealth Management in 2021 will be the retirement of one of our founding directors, Tony Upham, when he reaches his 66th birthday in May.

Tony has worked as a Financial Adviser since 1988 and many of you will be loyal clients who have been supported through many life and career events.

This is not a decision that Tony has taken lightly, but after helping so many friends and clients plan for and manage their retirement, it’s time to do the same for himself!

Retirement will mean more time for Tony to spend with his wife, Averil, their children and their families, including his three grandchildren.  There might even be a bit more time to get out on the boat and indulge in a bit of fishing!

The care of Tony’s clients will pass to his fellow founding director, Gareth Dewhurst who, with the support of the office team of Lisa, Zoe and Sara, will continue to deliver the fabulous service you have always enjoyed.

We have other plans for the future which we will share with you as soon as we are able, but one thing won’t change and that’s the fact that all the directors and staff at Pembrokeshire Wealth Management will continue to offer every support for all your financial planning, whatever your needs might be.