Poundbury Wealth Management provides a wide range of expertise and knowledge in building and preserving wealth, developed over many years in the financial services industry. We help individuals and business people fulfil their aims and aspirations, as well as offering that all important 'peace of mind' for the future.
Many of our clients are business owners, company directors and busy professionals 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 clients over the long term, we create a individual private client financial plan to help them to achieve their financial goals at each stage of their life, be that:
- building and protecting wealth
- ensuring they maintain their lifestyle at retirement
- protecting their inheritance for the next generation
Working as a Senior Partner Practice of St. James's Place Wealth Management means that 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.
Our financial advisers can meet you at your home or your office and our local clients in Dorchester, Weymouth, Bridport, Yeovil, Poole, Bournemouth, Wimborne, Lyme Regis, Swanage, Corfe Castle, Wareham, Wool, Yeovil, Beaminster and Crewkerne often visit us at our office in Poundbury, Dorchester with easy parking and a spectacular view of the Iron Age hill fort Maiden Castle.
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For Private Clients, click here
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.