Poundbury Wealth Management - Dorchester

Poundbury Wealth Management is a financial advisory firm located in the heart of Poundbury, Dorchester, UK. The company's address is Alan Wing House, 34A Holmead Walk, Poundbury, Dorchester DT1 3GE. You can reach them by phone at 1305266866 or visit their website at poundburywealth.co.uk for more information.

As a financial planner and consultant, Poundbury Wealth Management offers a range of services tailored to meet the unique needs of its clients. These services include investment management, retirement planning, tax planning, estate planning, and more. With a team of experienced and knowledgeable financial advisors, Poundbury Wealth Management is committed to providing personalized advice and solutions to help its clients achieve their financial goals.

One of the key features of Poundbury Wealth Management is its convenient location. The company's offices are easily accessible by public transportation or car, with onsite parking available for visitors. The building is also wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. This makes it easy for clients of all abilities to access the services they need.

Poundbury Wealth Management also offers a variety of appointment options to suit the needs of its clients. In addition to in-person appointments at its offices in Poundbury, the company also offers online appointments for those who prefer to meet virtually. Whether you're looking to schedule a one-time consultation or ongoing financial planning services, Poundbury Wealth Management is committed to providing flexible appointment options that work for you.

According to reviews on Google My Business, Poundbury Wealth Management has received an average rating of 5/5 from its clients. Many reviewers have praised the company's knowledgeable and helpful financial advisors, as well as its personalized approach to financial planning. If you're looking for a financial planner or consultant in the Poundbury area, Poundbury Wealth Management is definitely worth considering.

Overall, Poundbury Wealth Management is a top-notch financial advisory firm that offers a range of services tailored to meet the unique needs of its clients. With a convenient location, flexible appointment options, and a team of experienced financial advisors, the company is committed to providing personalized advice and solutions to help its clients achieve their financial goals. If you're looking for a financial planner or consultant in the Poundbury area, be sure to check out Poundbury Wealth Management. You can learn more and schedule an appointment by visiting the company's website at poundburywealth.co.uk.

Reviews of Poundbury Wealth Management

Nic Snape

5/5

I met the Poundbury Team when they sponsored a Golf Day at my Club. I had suffered from poor service from my previous advisor and was looking for some personal attention and care.

Both Tim and Dean have given me this in spades, including the 3 year slog to get my pension moved over to SJP. I'm now six months in and the performance of my fund has been a very pleasant surprise indeed.

The Team at Poundbury are straightforward, conscientious and great communicators. And they deliver! I cannot recommend them highly enough.

George Timms

5/5

Tim was very helpful and informative during a consultation meeting (via Zoom, of course!). They employed the use of Zoom very well and this facilitated a very convenient and professional meeting. I was seeking some advice and guidance which was responded to in a very welcoming manner and I was provided with some excellent pointers and new information to work with. Hopefully I can return to PWM in the future. Many thanks for your kind support.

Tim Limbach

5/5

We have known Tim and his wife Katy, for a number of years. They are charming people and Tim has looked after our investments very well. He clearly has a good knowledge of his 'field' of expertise and judging by the number of happy clients at his Christmas party, he clearly does a good job for others.

Ian Sumbers

5/5

I was introduced to Tim G and P.W.M. by a good friend. The first meeting, we got on so well, it felt I had known Tim for years. I am always welcomed when I go to the P.W.M. office, and kept up to date with relevant information as political events change throughout the world. Helping to put my mind at rest involving investments. Ian S.

Paul Nelson

5/5

Excellent financial advisor with a very good track record and personal service

KEITH EASTWOOD

5/5