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.
The right investments can offer real opportunities to grow your wealth and protect it against inflation.
Pension and Retirement Planning
Regardless of the life stage you have arrived at, it’s important to receive the right advice on your pension requirements.
Long Term Care Planning
One in three people are likely to require care later in life. Good advice can help you can pay for the cost of care.
Protecting your family
Providing effective solutions to meet the insurance and protection needs of our clients.
Inheritance Tax Planning
There are a number of steps you can take to mitigate Inheritance Tax. We can help you every step of the way.