celebrating-poundbury-magazine

THE VIEW FROM HEREUp here there’s apretty fantastic view.This isn't your usualworkplace but youget used to it - I usedto work in banking sothis is quite different.How do youselect the rightmanager foryour investmentsuccess?Sarah KlopperApprentice stonemason, ZeroCSarah retrained as an apprentice at the DorsetSkills Centre, run by Weymouth College inPoundbury. It opened specifically to preserveand nurture artisanal crafts in the area. Sarahhas been pointing in the arches, Corinthians,stones and pediments as the building gets to thenext stage.Photographer: Geoff MooreTim and Katie Gallego, of Poundbury Wealth Management,have been Poundbury residents since 2006. We enjoyliving and working in Poundbury and are active membersof the Poundbury community. Many of our clients arePoundbury residents who are very happy to find an expertlocal financial advisor on their doorstep. They meet Timeither at home or at our Poundbury Wealth Managementoffice on Holmead Walk. We specialise in:Investment PlanningSuccessful investment, whether it is in the form of pensionprovision, capital creation or income preservation, iscritical to your future well-being, but it presents a uniquechallenge as future performance is unpredictable. As a Partner Practice of St. James’s Place Wealth Management01305 266866 tim.gallego@sjpp.co.ukwww.poundburywealth.co.ukPartner Practice of St. James’s Place Wealth Managementwe have access to the distinctive St. James’s Place approachto investment management. Unlike most other financialservices companies, St. James’s Place do not employinhouse fund managers. Instead, a number of respectedexternal fund managers are carefully selected to managethe wide range of funds and are closely monitored byexclusive access to this distinctive approach to investmentmanagement, we can provide clients with peace of mind thattheir money is being well looked after – and the opportunityto obtain consistent performance over the long-term. Itshould be noted that past performance is not indicative offuture performance and that fund values may fall as well asrise. You may get back less than the amount you invested.For more information, to review of your financial plansor to benchmark your current investments, please contactus by telephone or email on the numbers below:details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.74