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Personal Finance Portal

Existing clients can login to our portals here

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Login to our Discretionary Management Service Portal

This lets those who have Price Bailey Discretionary Management Portfolio Investments view the details surrounding their investments, including: 

  • Valuations
  • Transactions
  • Performance Summary
  • Asset allocation
  • Capital Gains summary


Login here


Login to our Personal Finance Portal

Our Personal Finance Portal let’s you:

  • View your personal details and inform us of any changes
  • View details of policies and investments that we have on our records
  • Send and receive secure messages with us
  • View personal documents securely including valuations.


Login here


Price Bailey portfolios are managed by PB Financial Planning. 

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. 

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