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Investment management

Making the most of your investments

Investment management advice

If you feel managing your investments is becoming ever more complicated, and you don’t have the time to research all the options, we can help.

With our discretionary investment management service, you can let us take care of the day-to-day running and decision-making for your investments, whether you’re an individual, charity, trust, pension fund or corporate body.

We look after it all: portfolio construction, portfolio monitoring and regular portfolio re-balancing. In short, you get independent, professional portfolio management at highly competitive rates. You benefit from:

  • regular portfolio reports
  • efficient use of your ISA allowances
  • transparent, competitive charging structure
  • prompt action when views and markets change
  • simplified paperwork.

We can select one of our portfolios, to match your attitude to risk. We prefer index-tracking investment products, which provide low-cost exposure to a comprehensive range of assets and markets.

The reassurance of experience

We’ve been successfully investing and managing clients’ money for more than 15 years – and have funds of more than £500 million under management. Our portfolios include funds not usually available to retail investors, and we’re proud of our track record in protecting and enhancing our clients’ portfolio values through challenging market conditions.

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.

Get in touch.

Call us for free or submit your enquiry online

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