Meeting your needs & helping you build your business
Helping you take control of your day-to-day finances
Informing your decisions with management reporting
Helping you comply, and providing practical advice
Providing peace of mind, with precision
Meeting the specific requirements of your sector
Helping you keep on top of your accounts and cash flow
The cloud-based accounting solution keeping you informed on the go
Recommended add ons to improve your accounting software
Giving you the knowledge to run your accounting smoothly
Improving your cash flow with Credit Hound
Transforming your document management processes
Keeping your computers running smoothly
Simplifying complex staff pay, tax and HR requirements
Helping your business run more smoothly
Keeping your stock in check with Warehouse Manager 200
Managing the process for you
Helping you understand individual rights, and avoid disputes
Ensuring you have the right papers for the right people
Helping you to be fair and flexible
Maintaining stability as your business moves on
Helping you to help yourself
Guiding you on any situation
Finding the right way to resolve difficult situations
Helping you deal with all aspects of ending contracts
Creating the right conditions for your teams
Helping couples through separation or divorce
Advising on commercial disagreements
Making sense of the family law process
Helping you get the right support after an accident
Estimating what your business is worth
Giving you practical advice and answers
Helping achieve a positive outcome
Details of fees and expenses
Reassuring help through insolvency or financial difficulty
Supporting your success through specialist offshore services
Helping you thrive in the region
Helping you prosper in our country
Ensuring you benefit from the best international rates
Creating opportunities through international connections
Looking after your personal assets
Providing independence through a self-governing legal entity
Retaining your company’s risks, and reducing their cost
Helping you set up and manage a new entity
Helping you self-insure in a controlled way
Helping reduce your administrative burden
Ensuring you maintain a healthy cash flow
Adding the right skills to your workforce
Supporting you to do the best for your staff
Saving you time; ensuring compliance, accuracy and efficiency
Providing the full range of support & services you need
Helping you navigate all the options
Ensuring your way of life is always as you want it
Helping you look forward to the future
Making the most of your investments
Finding the best route to consistent returns
Supporting your ambitions through proven principles
Meeting your needs, whatever kind of investor you are
Helping you do more than comply with the regulations
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Setting the right direction for your business
Helping you understand what your business is worth
Helping you develop a clear plan and put it into action
Helping you get the facts when you acquire a business
Planning how to expand and improve
Helping you enter new markets safely and profitably
Advising you on the right capital markets
Helping you plan and raise finance for transferring a business
Advising you on developing or growing your business by teaming up with others
Managing the funding process confidentially, and supporting your negotiations
Supporting you through the sales process, and helping you achieve the best value
Advising you on successful growth and merger and acquisition activity
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Helping you make the most of the tax incentives available to you
Reducing the impact of a current or future tax investigation
Minimising your risk with the best possible representation
Thinking ahead to help you structure your transactions effectively
Ensuring you comply with regulations and helping you manage your VAT
Private client » Our portfolios
If you’re looking for a higher return than cash, and want to control the potential for capital loss, our portfolios could be for you.
They’re also ideal for anyone who needs a diversified investment strategy, but doesn’t have time to select and manage their own investments.
We offer a range of portfolios, to suit different investors. Although we have access to a whole world of opportunities, we prefer index-tracking investments, which provide low-cost exposure to a comprehensive range of assets and markets.
Download our Distribution and Equity Income Factsheet Q3
Download our PB Quarterly Fact Sheet Q3
You should regard Price Bailey portfolios as medium to long-term investments (five years or more). Their value, and any income from them, can go down as well as up. You might not get back what you originally invested.
Price Bailey portfolios are managed by PB Financial Planning Limited (registered in England & Wales, number 04298592) which is authorised and regulated by the Financial Conduct Authority.
Mark BoonLa Playa
What are Discretionary Trusts? How they can be used and their tax implications
In addition, you’ll benefit from:
History and studies have shown that asset allocation decisions account for more than 90% of a portfolio’s returns over the longer term. We’ve constructed each of our portfolios to spread risk – by investing in various asset classes, including equities, bonds, commodities, property, absolute return funds and cash.
Our portfolios are appropriate for a wide range of investors, including private clients, pensions, trusts, companies and charities. All seven of them are diversified across a range of asset classes and geographic areas – and they all invest in the same underlying investments which helps reduce the costs of trading.
To control investment risk and meet different objectives, we vary the proportions invested into each asset class
Please remember that past performance is not a guide to future returns.
View our Distribution and Equity Income Factsheet Q3
View our PB Quarterly Fact Sheet Q3
Global Equities = Equities from the UK, Europe, US, Japan and emerging markets.
Global Bonds = UK Government bonds, UK Corporate Bonds and Overseas bonds.
Alternative Investments = absolute return funds & commodities.
Asset Allocations are indicative only and could change.
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Call us on 0800 434 6460
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