About Us
About Us
Our aim is to exceed your expectations with our client centred approach and our planners are experienced in helping clients with complex needs. They’re committed to finding the right solutions for you by focussing on your objectives and planning. Not just for now, but for your business and family’s financial future.
Lifetime Financial Planning
Creating a plan with you which helps you understand where you are today, assessing your risks then regularly reviewing this with you so you stay on track.
InvestmentS
Helping you decide how to make your money work for you, advice on how best to manage your investments.
Tax EFFICIENT Investing
Investments attracting government approved tax incentives and organising your affairs in a way that means you are being as tax efficient as you can be.
Pension & Retirement Planning
Helping you navigate an increasingly complex pensions landscape to the retirement of your choice.
Protection & Insurance
Protection for you, your family and business from the unexpected.
Estate & Legacy Planning
Guiding you on how best to make sure your money goes to who you want, when the time is right for you and reasons that are right for you.
Employee benefits
Delivering the tools to help employers attract, engage and retain their most valuable asset.
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Contact Us
We would love to answer any questions and/or schedule a free consultation. Please call us or send us an email by completing the form below.
If you would like to speak to an adviser in your local area, please leave a message below (including your postcode), and an adviser will contact you as soon as possible.
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Head Office
PB Financial Planning is a trading style of Tavistock Private Client Limited which is authorised and regulated by the Financial Conduct Authority,
FCA number: 210782. Tavistock Private Client Limited is a wholly owned subsidiary of Tavistock Investments Plc
Registered in England Registered Office: 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire, SL5 9FE. Company Number 04298592.
Your home may be repossessed if you do not keep up repayments on a mortgage
The firm is not responsible for the content of external links
Will Writing and Some forms of Estate and tax planning are not regulated by the Financial Conduct Authority
Investing involves risks including loss of capital. Investments can go down as well as up. Past performance is no guarantee of future return
