Financial Security. Peace of Mind.
We can help you and your family to help achieve financial freedom so you can concentrate on the more important things in life.
Just starting out; building and growing wealth for your family; planning or enjoying your retirement; paying for care; or wishing to leave your legacy safe and secure?
We can help you, wherever you are on life’s journey.
We work with successful individuals, retirees, business owners, directors, professionals and doctors to devise a bespoke long-term financial plan to build, enhance and protect your wealth.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
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Testimonials
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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
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.
Cae Snowden
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
Past performance is not indicative of future performance.
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.
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 retiremen...
Juan Kevin Butcher| Retired, Weymouth
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
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
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.
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 r...
Mr Neil Legg
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
Past performance is not indicative of future performance.
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.
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 findi...
Mrs Ann Vickers| Chaldon Herring
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 hallmark...
Name Supplied| 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
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
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.
Cae Snowden
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
Past performance is not indicative of future performance.
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.
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 retiremen...
Juan Kevin Butcher| Retired, Weymouth
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
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
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.
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 r...
Mr Neil Legg
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
Past performance is not indicative of future performance.
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.
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 findi...
Mrs Ann Vickers| Chaldon Herring
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 hallmark...
Name Supplied| 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
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
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SJP Approved 01/11/2023
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.
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