Client Portal Login

Private Client Account

Our Private Client Portal allows you:

  • View your personal details and inform us of any changes
  • View details of policies and investments that we have on our records
  • Send and receive secure messages with us
  • View personal documents securely including valuations.

Discretionary Management Service Portal

This allows those with Price Bailey Discretionary Management Portfolio Investments to view the details of their investments, including:

  • Valuations
  • Transactions
  • Performance Summary
  • Asset allocation
  • Capital Gains summary

Contact Us

We would love to answer any questions 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 leaving your postcode, and we will have an adviser that covers your area contact you.

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01223 696100

Head Office

Tennyson House

Cambridge Business Park, Cambridge  CB4 0WZ

01279 755888

Bishop’s Stortford, Herts

020 7065 2660

London EC2M 1QS

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 Bracknell Beeches, Old Bracknell Lane, Bracknell  RG12 7BW, Company Number 04298592

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