Welcome to Poundbury Wealth Management LLP

We offer expert face-to-face financial advice on tax efficient investment planning, pension, planning and inheritance planning, long term care planning and mortgages.


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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

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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.

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.