Financial Services

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Pennywise Independent Financial Advisers

Trinity House, Trinity Street, Dorchester DT1 1TT
Premises open:
Offering delivery/remote services:

  • Open as usual, Monday to Friday 9am–5:30pm
  • All consultations available remotely via Zoom, Teams or telephone.

Poundbury Wealth Management LLP

01305 26666
34a Holmead Walk, Poundbury, Dorchester DT1 3GE
Premises open:
Offering delivery/remote services:

  • Advice on Investment Planning, Pension Planning, Mortgages, Protection and Inheritance Tax Planning
  • Open 9:00 to 5:00 Weekdays
  • No-obligation initial meetings

Poundbury Wealth Management LLP is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website