Investment products

Finding the best route to consistent returns

Comprehensive choice, with benefits built in

To give you a wide range of fund manager expertise, our portfolios provide a blend of index-tracking products – collective investments and exchange-traded funds from leading providers. Over time, we believe this strategy leads to portfolios with lower volatility and consistent investment returns.

With index-tracking products, you can:

  • gain low-cost exposure to a comprehensive range of assets and markets
  • mirror the performance of a whole investment index, such as the FTSE 100 Index of leading UK shares
  • reduce investment management costs
  • improve your returns
  • remove individual stock risk
  • avoid underperforming active investment managers.

More options to suit your needs

Although we believe index-tracking products are the best way to access most asset classes, we understand it might not be the most appropriate solution for you. For example, you might be interested in bricks and mortar property or alternative investments. If so, we can purchase other suitable investments.

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.

PB Financial Planning Limited (registered in England & Wales, number 04298592) is authorised and regulated by the Financial Conduct Authority.

Get in touch.

Call us for free or submit your enquiry online

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