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
Recommended add ons to improve your accounting software
Giving you the knowledge to run your accounting smoothly
Keeping your computers running smoothly
Simplifying complex staff pay, tax and HR requirements
Helping your business run more smoothly
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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Strengthen your case for securing growth capital on the right terms
Ensure new markets add value to your business
Understand your opportunity to expand abroad
Connecting the right parties
Helping you make better decisions
Pick the right growth strategies
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
Pensions & employer services » Pension trustee advisers
Keeping pace with complex investment strategies, liability management, administration challenges, and the seemingly constant legal and regulatory changes. We can support you to satisfy all these demands.
Most importantly, we can help you fulfil your duty to meet pension promises, improve member outcomes and safeguard your members’ pension benefits for their retirement.
To provide this comprehensive support, we offer a Partner-led integrated service offering designed to add real value. If the help you need isn’t listed here, you can call on our full breadth of expertise to achieve your objectives.
Pension services are undertaken by PB Financial Planning Limited (registered in England & Wales, number 04298592) which is authorised and regulated by the Financial Conduct Authority.
Bill Dastur, Chair of Trustees, Marshall of Cambridge Group Pension Schemes
Caroline Jarrold Q&A: Norfolk needs investment in infrastructure to retain talent
The research covered four topical themes – communications & engagement, value for members, education & advice and responsible investment.
The report has had coverage in publications such as The Money Observer, Pensions Age, Employee Benefits and The Actuary.
Download the report.
You can also get in touch with us by calling 0800 434 6460.
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Call us for free or submit your enquiry online
Call us on 0800 434 6460
Services that keep you on track, in charge and at ease.
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