Poundbury Wealth Management LLP

Poundbury Wealth Management LLP is a financial advisory firm that offers wealth management services to individuals and businesses. They focus on building relationships with clients to assist them in achieving their financial goals through advice and financial planning.

Tax planning
Corporate services
Investment planning
Retirement planning
Protection planning
Mortgages and specialist banking
Intergenerational wealth management

Size

Small

Phone

N/A

Website

poundburywealth.co.uk

N/A

Locations

Alan Wing House, 34A Holmead Walk, DT1 3GE

01305266866

9:00 - 17:00

Digital Popularity

Popularity over time

Social Media

LinkedIn
36 Followers

Competitors

Barclays Wealth Management

Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.

The Wilcox Young Partnership

The Wilcox Young Partnership is an experienced team of financial advisers providing tailored financial advice to individuals and businesses in Dorset and the surrounding areas.

Temple Wealth Management

Temple Wealth Management is a customer-centric financial advisory firm established in 2010, providing holistic financial advice for individuals and businesses.

PJ Aiken

PJ Aiken Limited is an independent financial advisory firm that has been providing trusted, tailored advice on pensions, investments, estate planning, and protection for over fifty years.

Company Details

Poundbury Wealth Management LLP is operated by Poundbury Wealth Management LLP and is a Active company incorporated on 29 March 2012 with the registered office located in Dorchester, Dorset. Poundbury Wealth Management LLP was registered 13 years ago.

Status

Active

Size

Micro

Directors

Age

13 years old

Employees

Turnover

Unreported

Total Assets

£232.15K