Our Difference

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.

How we Work

Our Advisers ensure that our services are tailored to your individual needs as there is no “one size fits all” solution.

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Professional Connections

We firmly believe that our clients need to receive the right service, at the right time, and in the right way.

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What to expect

You will receive expert, independent advice and support across a wide variety of areas

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Becoming a Client

We work with private individuals and corporate entities. To become a client is an easy, transparent and uncomplicated process.

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what Clients say

Unrivalled customer service is at the heart of everything we do.

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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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01223 869030

Head Office

The Barn

Downing Park
Station Rd
Swaffham Bulbeck
CB25 0NW

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

PB Financial Planning