Poundbury Wealth Management - Dorchester

Poundbury Wealth Management

Located in the heart of Poundbury, Dorchester, United Kingdom, Poundbury Wealth Management is a reputable financial planning and consulting firm. The team, led by experts like Tim and Dean, provides personalized service to clients seeking tailored financial solutions.

Services and Specialties

Financial Planner: Poundbury Wealth Management offers comprehensive financial planning services, including budgeting, investment planning, and retirement planning.

Financial Consultant: The team provides expert financial consulting services, helping clients make informed decisions about their financial futures.

About the Company

Poundbury Wealth Management is situated at Address: Alan Wing House, 34A Holmead Walk, Poundbury, Dorchester DT1 3GE, United Kingdom. You can reach them by phone at 1305266866 or visit their website at poundburywealth.co.uk.

Accessibility and Amenities

Visitors to Poundbury Wealth Management will appreciate the wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet facilities.

Appointments are required and are recommended for a personalized experience.

Other Points of Interest

Online Appointments: Schedule a meeting online for added convenience.

On-site Services: The team provides services directly on-site for clients' convenience.

Opinions and Reviews

Poundbury Wealth Management has received 6 reviews on Google My Business, with an average rating of 5/5.

Client reviews praise the team's straightforward, conscientious, and great communicators nature, delivering results that exceed expectations.

One client notes that the team's attention to detail and commitment to finding personalized solutions are unparalleled.

Another client appreciates the team's ability to navigate complex financial issues with ease and transparency.

Overall, clients appreciate the team's dedication to providing exceptional service and tailored financial solutions.

👍 Reviews of Poundbury Wealth Management

Nic S.

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 T.

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 L.

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 S.

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 N.

5/5

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

KEITH E.

5/5