Whether you are planning, are looking to retire imminently, or are already retired, there are an array of options and choices available to you.
Our pension planning specialists will identify your objectives, review any existing arrangements and then help you obtain the best solution for your individual circumstances and needs.
Our financial planners can also help you navigate the ever-increasingly complex pension landscape including advice on funding, Tapered Annual Allowance and Lifetime allowance for pensions.
Having provided the solution for you, we won’t abandon you and we’ll continually review your plan to ensure it continues to meet your objectives.
Investing involves risks including loss of capital. Investments can go down as well as up. Past performance is no guarantee of future returns.
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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
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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