Many of my new clients are referred to me by existing clients.
The reason is that I put advice before sales and concentrate on building a long term client relationship so that as their needs change, their financial position and solutions can also change.
My clients fall into one of two main categories:-
Private clients tend to require assistance with
- Building and preserving wealth
- Financial protection against risk
- Management of cash and borrowings
Corporate clients have the same basic needs as private individuals but increasingly employers and business leaders are expected to take more responsibility for employee well being. Therefore, we also assist them with
- Corporate planning
- Corporate pension planning
- Employee benefits
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.
Poundbury Wealth Management LLP 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.