Pembrokeshire Wealth Management Saundersfoot

With the end of the current tax year not too far away, it’s important to make the most of your annual tax-free ISA allowance if you haven’t already done so.
Please call the office on 01834 818290 if you would like to chat through your options. #ISA #Savings #Investments

If you’re self-employed, the whole process of obtaining a mortgage can be a little more complicated.
At Pembrokeshire Wealth Management we have five fully qualified mortgage advisors who will happily guide you through the process.
For an appointment to discuss your requirements, message this page or call the office on 01834 818290

If you are thinking of moving house and would like to chat through your mortgage and borrowing options, give the offices of Pembrokeshire Wealth Management a call on 01834 818290 for our expert advice #Mortgage #MovingHouse #FinancialAdvice

Have you ever considered what would happen if you couldn't work due to a long-term illness or injury which resulted in a loss of earnings?
Income protection insurance is a long-term insurance policy that provides a monthly payment if you can't work because you're ill or injured.
If you'd like to discuss this type of policy, please call the offices of Pembrokeshire Wealth Management on 01834 818290 or message this page.

An interesting article from the Parliamentary & Health Service Ombudsman on changes to women's State Pension age
https://www.ombudsman.org.uk/complaints-w omens-state-pensio…

An Individual Savings Account (ISA) enables you to save in a simple, tax-efficient way, while generally giving you instant access to your money.
This gives you short, medium and long-term saving options, and with the end of the current tax year not too far away, it’s important to make the most of your annual tax-free ISA allowance.
... If you are interested in discussing your options, please call the office on 01834 818290 for an appointment. #ISA #Savings #Investments
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It’s that time of year when we pack away the decorations and feel like we should give everything a good clean!
Well don’t forget your finances might need a Spring clean too!
Perhaps you’ve got savings that you’d like to see a better return on or a fixed-rate mortgage that’s coming to an end?
... Give Pembrokeshire Wealth Management a call on 01834 818290 to see how we can give you a helping hand to get your finances in order.... #FinancialAdvice #LocalBusiness #MortgageAdvice #Pensions #Protection #Investments
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A very happy and healthy new year to all from the Directors and staff of Pembrokeshire Wealth Management in Saundersfoot #2020 #NewDecade

The Directors and staff of Pembrokeshire Wealth Management would like to wish everyone a MERRY CHRISTMAS and a happy and healthy 2020.
Our offices are now closed for the Christmas holidays, reopening on Thursday 2nd January 2020. Anything requiring urgent attention will still be dealt with during that time 🎅🏽

CONGRATULATIONS to Julie Duke who won a fabulous Periwinkle Christmas hamper in the recent Pembrokeshire Wealth Management Facebook competition.
Julie popped into our offices in Saundersfoot today to pick up her prize. Her grandson Mason came along too and definitely had his eye on one or two of the goodies in the hamper! #Periwinkle #Competition #Winner

We are delighted to announce that JULIE DUKE from Saundersfoot is the winner of our recent Facebook competition to win a hamper from Periwinkle!
Congratulations Julie, please get in touch!

Have you entered our Christmas Giveaway??
Go to the original post which is pinned at the top of our FB page to find out how you could win this gorgeous hamper, just in time for Christmas 🎄

Would you like to WIN this fabulous Periwinkle hamper crammed full of delicious locally sourced produce?
To be in with a chance, simply :-
LIKE the Pembrokeshire Wealth Management Facebook page
... TAG a couple of friends in the comments below
SHARE this post
The lucky winner will be drawn at random on 17th December to ensure receipt of their prize before Christmas.
Good luck!
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Tree’s up! 🎄

Pembrokeshire Wealth Management - trusted local financial advice for mortgages, investments, pension planning, life insurance and critical illness cover.
Situated in offices above Tesco Express in Saundersfoot village. Call 01834 818290 to make an appointment.

Have you ever considered what would happen if you couldn't work due to a long-term illness or injury which resulted in a loss of earnings?
Income protection insurance is a long-term insurance policy that provides a monthly payment if you can't work because you're ill or injured.
If you'd like to discuss this type of policy, please call the offices of Pembrokeshire Wealth Management on 01834 818290 or message this page.

Mortgage fixed rates are now at their lowest since 2017 (source : Martin Lewis, Good Morning Britain).
This might be a good time therefore to review your current mortgage and potentially save some money.
Contact us on 01834 818290 to speak to a suitably qualified Mortgage Adviser. #fixedrates #lowrates

Need help getting your finances in order?
Contact the offices of Pembrokeshire Wealth Management for a free, no obligation discussion regarding mortgages, pensions, savings, investments or protection.
Call 01834 818290 or make contact through this Facebook page. We'd be happy to help.... #Finances #Mortgages #Pensions #Savings #Investments
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