Poundbury Wealth Management LLP
Senior Partner Practice of St. James's Place Wealth Management
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.
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.