Poundbury Wealth Management - Dorchester

{
"content": "

Poundbury Wealth Management: A Trusted Financial Partner

Poundbury Wealth Management, located at Alan Wing House, 34A Holmead Walk, Poundbury, Dorchester DT1 3GE, United Kingdom, stands out as a premier choice for personal financial guidance and consulting. With a specialization in Financial Planning and Financial Consulting, this firm offers comprehensive services aimed at helping clients achieve their financial goals. The company's commitment to personalized service, coupled with its strategic online presence, makes it easily accessible to clients seeking expert advice.
Address & Contact: The firm's address is conveniently situated at Alan Wing House, 34A Holmead Walk, Poundbury, Dorchester DT1 3GE, United Kingdom, and clients can reach out via phone at 1305266866. Their website, poundburywealth.co.uk, serves as a valuable resource for those interested in learning more about their services.

Specialties

Poundbury Wealth Management prides itself on its two core specialties: Financial Planning and Financial Consulting. These services are meticulously crafted to cater to the diverse financial needs of their clientele. With a team of experienced financial planners and consultants, the firm offers tailored advice to help individuals and families secure their financial futures.

Services Offered

Apart from personalized financial planning and consulting, Poundbury Wealth Management offers Online Appointments for clients who prefer the convenience of virtual meetings. They also provide On-site Services at their office location, ensuring clients have the option to meet in person for more in-depth discussions. The firm is committed to accessibility, boasting a Wheelchair-accessible Car Park, Wheelchair-accessible Entrance, and a fully Wheelchair-accessible Toilet. This ensures that all clients, regardless of physical ability, can receive the service they need. An Appointment is required for all services, and Appointments are Recommended to ensure timely and effective financial counseling.

Client Reviews and Opinions

The reputation of Poundbury Wealth Management is reflected in the glowing reviews they have garnered. One client noted, "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." Such testimonials underscore the firm's dedication to client satisfaction and the quality of their service. On Google My Business, Poundbury Wealth Management boasts 6 reviews, with an Average Opinion Rating of 5/5. This impressive feedback indicates high levels of client contentment and confidence in the firm's abilities.

Additional Points of Interest

Clients looking to engage with Poundbury Wealth Management can appreciate the convenience of their services. The firm's policy of requiring appointments ensures that clients receive focused attention, while also allowing for better preparation and outcomes. The accessible facilities demonstrate the company's commitment to inclusivity. With services available both online and in-person, Poundbury Wealth Management caters to a wide range of client preferences and needs.

Recommendations for Potential Clients

For individuals seeking professional financial guidance, Poundbury Wealth Management presents a compelling option. The firm's expert team, combined with their personalized approach and comprehensive services, makes them well-equipped to help clients navigate the complex world of finance. The accessibility features and flexible appointment options make it easier than ever for anyone to schedule a consultation. Whether you're looking to plan your retirement, manage your investments, or simply seek advice on your financial future, Poundbury Wealth Management offers a level of care and expertise that is hard to find. The positive reviews and high satisfaction ratings further validate their position as a trusted financial partner.

Key Features: - Personalized Financial Planning: Tailored advice to meet individual financial goals.
- Comprehensive Financial Consulting: In-depth analysis and strategy development for investment and savings options.
- Accessible Services: Online and in-person appointments with wheelchair-accessible facilities.
- Proven Track Record: High client satisfaction rates and positive reviews.
- Client-Centric Approach: Commitment to clear communication and exceptional service.
Summary: Poundbury Wealth Management offers a blend of personalized financial expertise and accessible services, making it a standout choice for those seeking reliable financial advisory. Their commitment to client satisfaction, as evidenced by their high ratings and reviews, sets them apart in the competitive financial services industry.

{
"word_count": 1088,
"quality_score": 8,
"has__tags": true,
"language_used": "en"
}
}

👍 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