Poundbury Wealth Management LLP

Partner Practice of St. James's Place Wealth Management

We offer expert financial advice in tax efficient investment planning, pension planning, inheritance tax planning and long term care planning.

We work with successful individuals, business owners and directors to devise a long-term private client financial plan, to build, protect and enhance their wealth.

Tim Gallego, Partner
Poundbury Wealth Management LLP 
Our services

We provide a wide range of services including:
- Investment Planning
- Retirement Planning
- Inheritance Tax and Estate Planning
- Long Term Care Planning

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Poundbury Wealth Management LLP 
Long Term Care

Our aim is to help you make the right choices when arranging for care for your family and loved ones by guiding you through the options for paying for care.

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Contact Poundbury Wealth Management LLP

  • Tel: 01305 266866

  • Mob: 07717 222761

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Your home may be repossessed if you do not keep up repayments on your mortgage.

The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Poundbury Wealth Management LLP is a Limited Liability Partnership registered in England and Wales, Number OC373901. Registered Office: Wadebridge House, 16 Wadebridge Square, Dorchester, DT1 3AQ. View the Members of Poundbury Wealth Management LLP.

Copyright St. James's Place © 2018