Private wealth management

Looking after your personal finances, in the way that suits you

Private client personal accounting services

A single focus on all your money matters

Realising your financial aspirations, addressing any concerns, and meeting your responsibilities.

We can help with all aspects of managing your wealth, through one joined-up service, coordinated by one adviser.

We tailor our support to your individual needs and ambitions, and this can include:

You’ll find our ‘one-stop shop’ approach leads to a truly personalised service. It gives us the opportunity to understand thoroughly your goals and challenges – and therefore to provide highly relevant, valuable advice.

To ensure we offer a cohesive service of the highest standard, ensuring you receive the right advice for you from the best people, our regulated financial service offering is undertaken by PB Financial Planning Limited (registered in England & Wales, number 04298592) which is authorised and regulated by the Financial Conduct Authority (FCA).

The FCA does not regulate tax, estate planning or cash flow modelling.

See who we've helped

From growing pains to trade sale and day-to-day challenges.

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