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Welcome to South West Associates

Based in Pembrokeshire, South West Associates offer bespoke, comprehensive, independent financial advice and financial planning services to indiviudals and companies alike.

Established in 1988, we offer a truly personal and professional service with over 96 years of combined experience via 4 highly qualified advisers.

We are confident that we can help you manage your finances more sucessfully.

We are entirely independent, we are not owned or run by a large insurance company but have access to the widest range of products to help you to achieve your financial goals, and more importantly, let you live the life you want to.

Because we are independent we can be objective about your needs and priorities. Why not take advantage of our experience and expertise by arranging a free initial consultation. To contact us, use the contact us link to the left of this page.

Located in Dimond Street, Pembroke Dock, our office opening hours are Monday to Friday 9.00am to 5.00pm.

We are also available on saturday mornings for pre-arranged appointments only.

Should you wish to telephone us, we can be contacted on 01646 621477 / 622043

South West Associates are direclty authorised independent financial advisers and are regulated by the Financial Services Authority. (229932)

The guidance and/or advice contained within the website is subject to the UK Regulatory regime and is therefore, primarily targeted at customers in the UK.

 
Authorised and Regulated by the Financial Services Authority.

FSA Firm Number: 229932
 

 

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FSA consumer website - Money Made Clear - please click here
To verify our status with the FSA, click here and key in our FSA number: 229932

48 Dimond Street, Pembroke Dock, Pembrokeshire, SA72 6BT Principal : Mr Christopher Morris