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Financial planning

Helping you look forward to the future

Financial planning advice

Clear, confident vision

Financial planning can mean different things to different people.

No matter what kind of future you’re building, we’re here to help you achieve your aims. This could involve wealth management, pensions advice, tax services, and many other specialist areas. Whatever factors affect you, our experts tailor their guidance to your individual needs.

You’ll receive personalised, independent advice – as ‘hands-on’ or ‘hands-off’ as you like. Our financial planning services include:

  • annual review meetings with your Financial Services Manager
  • completing your self assessment return and a full tax planning service lifestyle cash flow modelling
  • portfolio construction
  • discretionary portfolio management
  • cash management
  • inheritance tax and estate planning
  • pensions advice
  • retirement planning
  • family protection service
  • independent counsel, strategic advice and financial administration.

You should regard PB Financial Planning 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. 

PB Financial Planning is a trading style of Tavistock Private Client Limited which is authorised and regulated by the Financial Conduct Authority. FCA Registration 210782. Tavistock Private Client Limited is a wholly owned subsidiary of Tavistock Investments Plc. Registered Office address is 1 Bracknell Beeches Old Bracknell Lane Bracknell RG12 7BW. Registered Number 04298592.

The FCA does not regulate cash flow modelling.

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Call us for free or submit your enquiry online

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