Our advisers are all experienced in their field, as you would expect. They dedicate their professional lives to serving clients. In a sea of advice firms who all claim to put the client at the heart at what they do, PB Financial Planning stands out as an industry leader. This shows in our client retention numbers, the feedback clients are happy to give and that our business grows primarily through referral.
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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