It has been bought to our attention today that a member of the Pembrokeshire Wealth Management admin team has tested positive for Coronavirus. All other members of staff will therefore be having tests as appropriate and our offices will remain closed to any visitors....

As Financial Services are classified as an ‘essential service’, the offices of Pembrokeshire Wealth Management will remain open as usual during the two week ‘firebreak’ lockdown period, due to start on 23rd October 2020. We will however only be...

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...

                During this difficult time, we hope you’re staying safe. The ongoing news of the impact of the coronavirus pandemic and how it is affecting everyone is a huge concern for us all. Understandably, people are worried...

Due to the current Covid-19 pandemic, Pembrokeshire Wealth Management, like so many other businesses, has been doing all that it can to continue normally during these unprecedented times. It has now become necessary however, to make the difficult decision for us to...

RE:  COVID-19 – UNPRECEDENTED MEASURES We are in very unprecedented times both in a health and a financial perspective, but you need to remember unexpected world events which have sudden, material impacts on the financial markets are nothing new. It is important to...

In light of the current situation regarding the outbreak of the Novel Coronavirus (Covid-19), please find below links to current information that you may find useful for your business and continuity.  The following information has recently been provided by the Welsh...

Due to the current situation with COVID-19, we have taken various measures in order to carry on with our business. We will be contacting clients with upcoming appointments to arrange to carry out the appointment via video conferencing call/FaceTime or similar. We are...

Now is the time to make some smart money moves before it’s too late Read more

Want to create financial goals you can actually achieve? Taking control of our financial life requires planning, and that starts with setting financial goals. Setting short-term, mid-term and long-term financial goals is an important step towards becoming financially...