# Poole Wealth Management Ltd

- **Website:** <https://poolewealth.co.uk>
- **Primary alias:** `poolewealth.co.uk`

## Description

Poole Wealth Management Ltd is a financial planning firm based in Greater London, serving clients in the UK. It helps individuals and families understand their financial position and make informed decisions about their future. The firm’s approach begins with a conversation about each client’s circumstances, goals, ambitions and concerns, followed by analysis, a tailored financial plan, implementation and, where required, regular reviews. Its services cover financial planning, savings and investments, retirement and pension planning, wealth management, taxation and personal protection. The firm also offers business protection, including key person and share protection, directors’ and staff benefits, income protection, relevant life cover, employers’ liability and professional indemnity. Other areas include long-term care planning, trust information and lasting powers of attorney. Online resources include financial calculators, research links, portfolio and market data, and newsletters. Poole Wealth Management emphasises clear, respectful conversations and welcomes questions to help clients understand their options. The company is an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/poole-wealth-management)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idppW8NRsn/w/1808/h/321/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793066154784)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idppW8NRsn/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793066155301)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Jewel | #0f7b3f | accent |
| Black | #000000 | dark |
| Silver | #cccccc | light |

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idppW8NRsn/w/1400/h/708/idibeANt8_.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793066154946)

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_Source: <https://brandfetch.com/poolewealth.co.uk>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._