About Tim Gallego

Tim Gallego

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.

About

My clients fall into one of two main categories:

Private Individuals

Private clients tend to require assistance with

  • Building and preserving wealth
  • Financial protection against risk
  • Management of cash and borrowings

Corporate Clients

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.

Testimonials

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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.
Mr Tim Limbach | Dorchester
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
SOLLA logo

Click on the accreditations for more information

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

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.