We firmly believe that our clients need to receive the right service, at the right time, and in the right way. We have therefore forged trusted relationships over the years with other professionals within mortgage, law and accountancy practices. Many such firms realise the need to offer their clients access to financial planning services from a trusted financial practice, like ourselves, and they can be assured that we deliver the best solutions to their clients’ interests.
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