P&B Wealth Planning is a boutique, financial planning practice, based in Central London.
We're dedicated to helping you navigate your financial path with confidence. Our team will empower you with the knowledge and understanding to make informed decisions, steering you towards your desired outcomes.
We are a boutique financial planning practice located in Central London. As an owner-managed, and independent firm, our priority is providing a personalised service tailored to your needs, free from the restrictions of large financial institutions.
As financial planners, we offer a complete suite of services to address all your financial planning needs. Our holistic approach allows us to craft a personalised financial strategy that encompasses the present, future, family, and unexpected events.Instead of focusing on individual services, we tailor our expertise to your unique life circumstances, ensuring a comprehensive and successful financial plan that adapts to your ever-changing needs.
Our client relationships are at the heart of everything we do. We take pride in the fact that many of our clients come to us through personal recommendations.
Your journey with us begins with an in-person meeting (subject to restrictions), where we'll get to know you and your financial aspirations. This is also your chance to meet our team and learn how we can work together to achieve your goals.
At P&B Wealth Planning, we believe in starting with the essential question: What is money for? Together, we'll explore the answer and develop a personalised financial strategy that aligns with your unique goals and values.
At P&B Wealth Planning, we believe in starting with the essential question: What is money for? Together, we'll explore the answer and develop a personalised financial strategy that aligns with your unique goals and values.
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P&B Wealth Planning is a trading name of Peregrine and Black Investment Management Limited, a firm authorised and regulated by the Financial Conduct Authority. FCA FRN 757. Company registration number 09706196727.
© Copyright 2023 P&B Wealth
Registered Office: Peregrine & Black Investment Management Ltd, 8 St James's Square, London, SW1Y 4JU. Please note we are a financial and wealth planning business but not tax advisers. Tax treatment depends on the individual circumstances of each client and may be subject to change in future. You should always take independent tax advice. Tax advice is not regulated by the FCA.
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