Financial Security. Peace of Mind.

We can help you and your family to 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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Tim made it easy to understand the new pension rules so I could proceed with confidence. At the same time, his advice allowed me to take advantage of tax incentives leading up to retirement.
A P Dawe
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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.