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.
Tim is Australian and having followed Katie back to the UK, founded Poundbury Wealth Management in 2008.
He is a Senior Partner of St. James's Place Wealth Management and has enjoyed working with our clients for the last 12 years, trusted to manage and grow their wealth and ensure that it passes tax efficiently to the next generation.
Tim is also a member of the Society of Later Life Advisors (SOLLA) helping our clients in the specialist area of care fees planning.
“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”
In his spare time, if he is not relaxing by playing the piano, Tim is an avid sailor and sails yachts in regattas in the UK, Australia and Asia.
Tim Gallego consistently provides excellent advice and our investments have grown accordingly. It’s also good to have them all under the same umbrella, making it far easier to monitor performance.
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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.