LATEST NEWS

SMART MONEY MAGAZINE

                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...

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PWM ADMIN TEAM TO BE FURLOUGHED

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...

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STATEMENT FROM THE DIRECTORS

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...

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COVID-19 Information (correct as at 27th March 2020)

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...

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PWM Office arrangements during COVID-19

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...

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Setting Financial Goals

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...

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Planning for Retirement

When it comes to planning for retirement, the earlier you start, the more potential your money has to grow. Retirement planning is not simply about paying regularly into your pension and forgetting about it. Instead, it is essential to review your progress against...

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Critical Illness cover

What would life be like if you were diagnosed with a serious illness? Things could change very suddenly.  You’d get your family together and tell them what was going on. Before long, you’d start spending time in hospital for treatment. You may also need to take some...

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Guide to Individual Savings Accounts

THE LITTLE ALLOWANCE WITH BIG POTENTIAL Individual Savings Accounts (ISAs) are an incredibly effective means of shielding your money from both Capital Gains Tax and Income Tax. Using your tax-free allowances every year should be a standard part of your financial...

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