Welcome to Poundbury Wealth Management

Based in Poundbury since 2006, Tim Gallego and his team at Poundbury Wealth Management have established a reputation for expert financial advice and outstanding customer service. Many of our clients are Poundbury residents who enjoy the convenience of having an expert, local financial advisor on their doorstep.

We help them to:

  • Build and maintain wealth
  • Understand the impact of the new pension freedoms on their pension and retirement plans
  • Plan for pension income and maintaining lifestyle in retirement
  • Protect their inheritance for the next generation
  • Pay for residential and domiciliary long term care
  • Protect their family in case of injury or death

We specialise in:

  • Tax efficient and active investment planning, including ISAs and SIPPs
  • Pension and Retirement Planning
  • Inheritance Tax planning
  • Long Term Care Planning
  • Life and Income Protection Insurance

Poundbury Wealth Management is delighted to offer Discover Poundbury visitors a no-obligation consultation to review your financial plans and to benchmark your current investments and pensions. Call us on 01305 266866, or pop in for a chat. We build long-term, trusted relationships with our clients. We work with them to create a personal financial plan and meet with them regularly to review and adapt it to their changing financial goals.

Get in touch

01305 266 866

Opening hours

Mon9:00am – 5:30pm
Tue9:00am – 5:30pm
Wed9:00am – 5:30pm
Thu9:00am – 5:30pm
Fri9:00am – 5:30pm
SatClosed
SunClosed

Where we are

Alan Wing House
Holmead Walk
Poundbury
Dorset
DT1 3TP