We are here to help you to achieve your financial goals, be that saving and investing for the future, buying or re-mortgaging a house, planning for or enjoying your income in retirement, helping your family in care, looking after your children and grandchildren’s future, or leaving your legacy to your loved ones without an inheritance tax bill.
We provide expert advice on investments, pensions and inheritance tax and all aspects of financial advice.
Our clients are successful individuals, business owners, company directors and busy professionals, doctors and retirees. They have similar issues, in that they have little time to manage their financial affairs & want to build a long term relationship with a trusted adviser who is dedicated to enhancing their wealth, effectively and tax efficiently.
We provide our clients with friendly, straight-speaking expert financial advice and excellent service.
Working with you over the long term we create, and regularly review, your individual financial plan to help you to achieve your financial goals at each stage of your life, be that:
As a Senior Partner Practice of St. James's Place Wealth Management, our clients have the opportunity to benefit from a level of investment expertise, trusted advice and experience that we believe is difficult to find in financial services.
We work with clients throughout the UK, often through personal referral. Our financial advisers can meet you virtually, at your home or your office.
Poundbury Wealth Management LLP is an Appointed Representative of and represents only St. James's Place Wealth Management and offers a personal face to face wealth management service in London, Dorset, Somerset and throughout the South of England.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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