Poundbury Wealth Management LLP
Partner Practice of St. James's Place Wealth Management
“Tim found us all at sea with our finances, and has steered the vessel very capably into a safe haven. With his help we now enjoy peace of mind, and a better retirement income then ever we did before.”
Mr Anthony Thorpe, West Knighton
“Tim Gallego consistently provides excellent advice and our investments have grown accordingly. It’s also good to have them all under the same umbrella, making it far easier to monitor performance.”
Mr Tim Limbach, Dorchester
“Tim is a very rare commodity in finance, he talks in plain English! There are no high pressure sales techniques and you feel that he is genuinely there to help you first and foremost. He will even take time to help with matters that aren’t going to generate him any business, such as a recent mortgage enquiry I had. I would wholeheartedly recommend him and his team to my friends and colleagues.”
Mr Neil Legg, Dorchester
“For over 20 years my husband and I have been given financial advice by several companies and individuals regarding insurance, mortgages and investments. In most cases the advice has been inappropriate, incorrect, in one case downright fraudulent and has cost us dearly. I was in despair of ever finding someone whom we could trust and rely on to manage our affairs. I shall be eternally grateful to the friend who recommended Tim Gallego, sang his praises and gave me his telephone number. Since the day that Tim took us under his wing we have been free from worry, knowing that St. James's Place has everything under control and that the best brains in the business are looking after our interests.”
Mrs Ann Vickers, Chaldon Herring
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the funds selected and may fall as well as rise. You may get back less than you invested.
Past performance is not a guide to future performance.
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.