Gareth Dewhurst and Tony Upham are two of Pembrokeshire’s best known financial advisers. After months of careful planning they launched Pembrokeshire Wealth Management on 1st December 2016.
Joining Gareth and Tony are Lisa Burks, Administration Manager, who has worked for the Directors for over 12 years and Sara Hicks, Office Manager who came on-board in 2016 along with Administrator, Zoe Whitehouse as well as Amy Pugh, a Mortgage & Protection Adviser, who works from an office based at her home in Saundersfoot.
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. An agreed amount of flexibility is always built in to plans to allow for the events and changes inevitable throughout life.
We work with you and for you, our sole motivation being to develop a long-term relationship with you that’s based on researching and recommending only what’s best for your personal situation and preferences.