Professional Connections
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.
We work in collaboration with many professional firms and in many cases on a Joint Venture basis. They have come to appreciate our unrivalled customer service which is at the heart of everything we do and ensure that every category of client is treated with the same care and attention that they have come to expect from the introducing professional. In turn many of our clients have benefitted greatly from our close relationships which has allowed us to increase our service offering.
These include:
• Tax return preparation
• PAYE code reviews
• Business Buy out
• Cross discipline meetings (qualified tax advisers)
• Complicated Trust implementation
• Pensions and divorce
• New/ Existing Trustee work
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.
Please also indicate which services you are particularly interested in:
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
