Poundbury Wealth Management LLP
Senior Partner Practice of St. James's Place Wealth Management
“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
“What we appreciate most is being able to relax and get on with life, happy to know that the financial side of our retirement is in expert, efficient and friendly hands.”
Keith and Shirley Headlam, Poole
“For over 20 years my husband and I have been given financial advice by several companies and individuals regarding insurance, mortgages and investments. In most cases the advice has been inappropriate, incorrect, in one case downright fraudulent and has cost us dearly. I was in despair of ever finding someone whom we could trust and rely on to manage our affairs. I shall be eternally grateful to the friend who recommended Tim Gallego, sang his praises and gave me his telephone number. Since the day that Tim took us under his wing we have been free from worry, knowing that St. James's Place has everything under control and that the best brains in the business are looking after our interests.”
Mrs Ann Vickers, Chaldon Herring
“Poundbury Wealth Management have given me help and understanding, planning for my future retirement and managing my savings. I feel my money is secure and growing and would recommend to friends and family. He's the only adviser that speaks to me in plain English.”
David Bentley, Company Director
“Having returned to the UK, we looked for a safe haven for our savings and retirement fund. Tim was recommended and it has proven to be a very sound recommendation. He keeps us informed with good advice.”
Roger Moreton, Cerne Abbas
“Tim and team have always guided me to the best approaches to manage my investment requirements. 'Managed' means just that - I am confident that my savings and pension are in safe and professional hands with the active attention of St. James's Place. Prompt advice and attention to detail are hallmarks and I have already recommended to friends and colleagues.”
Name Supplied, Director
“Having dealt with St. James's Place over many years, we have found them to be honest, trustworthy and helpful in the advice given. We would certainly recommend them to anyone seeking advice, we have been most grateful for his assistance. A first class organisation.”
Tom Garner, Retired, New Milton
“Tim made it easy to understand the new pension rules so I could proceed with confidence. At the same time, his advice allowed me to take advantage of tax incentives leading up to retirement.”
A P Dawe, Honiton
“Approaching my retirement last year, Tim reviewed the status of my work based pensions against my retirement needs and gave advice, that resulted in a balanced investment plan, providing an income as well as growth opportunities. I would not hesitate to recommend him to anyone planning for retirement.”
Juan Kevin Butcher, Retired, Weymouth
“I am very happy to entrust my investments to Tim, knowing that he will be acting in my best interests and keeping me fully informed. I appreciate that I am in good hands.”
“Tim found us all at sea with our finances, and has steered the vessel very capably into a safe haven. With his help we now enjoy peace of mind, and a better retirement income then ever we did before.”
Mr Anthony Thorpe, West Knighton
“Tim is a very rare commodity in finance, he talks in plain English! There are no high pressure sales techniques and you feel that he is genuinely there to help you first and foremost. He will even take time to help with matters that aren’t going to generate him any business. I would wholeheartedly recommend him and his team to my friends and colleagues.”
Mr Neil Legg
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the funds selected and may fall as well as rise. You may get back less than you invested.
Past performance is not a guide to future performance.
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.