Financial Security. Peace of Mind.

We can help you and your family to help achieve financial freedom so you can concentrate on the more important things in life.

Just starting out; building and growing wealth for your family; planning or enjoying your retirement; paying for care; or wishing to leave your legacy safe and secure?

We can help you, wherever you are on life’s journey.

We work with successful individuals, retirees, business owners, directors, professionals and doctors to devise a bespoke long-term financial plan to build, enhance and protect your wealth.


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Testimonials

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Poundbury Wealth Management have given me help and understanding, planning for my future retirement and managing my savings. I feel my money is secure and growing and would recommend to friends and family. He's the only adviser that speaks to me in plain English.
David Bentley| Company Director

Past performance is not indicative of future performance.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested. 

 

SJP Approved 19/09/2025

The Partner Practice is an Appointed Representative of and 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/products. 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.