We welcome Poundbury Wealth Management LLP to our membership, and Keith Saunders gives the following overview of the business:
We provide our clients with friendly, straight-speaking expert financial advice and excellent service.
Working with clients over the long term, we create a individual private client financial plan to help them to achieve their financial goals at each stage of their life, be that:
- building and protecting wealth
- ensuring they maintain their lifestyle at retirement
- protecting their inheritance for the next generation
For more information visit their website via http://www.poundburywealth.co.uk/