At P&B Wealth Planning, our philosophy revolves around the concept of trust. Trust is not simply given; it's earned through attentive listening, keen understanding, and actions that reflect this comprehension.
Regardless of your age, you've dedicated your life up to this point to building your current financial position. Recognising the significance of this accomplishment forms the foundation of the relationship we aim to cultivate with you.
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In planning your financial journey, one crucial aspect we focus on is risk. The financial industry typically considers an individual's attitude towards risk as one of the main factors in plotting their financial trajectory. However, understanding your risk parameters should stem from a comprehensive understanding of your financial situation and your trust in us, your financial partners. We strive to ensure that your financial literacy meets the requisite level for informed decision-making. We educate and empower our clients to make informed decisions regarding risk, leading to better outcomes.
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We believe in taking decisive action in shaping your financial path. We prefer face-to-face meetings whenever possible, as it allows for a deeper understanding of our team, ethos, and values. If physical meetings are impractical, we are also flexible to meet via video or telephone, or even at your home or business.
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We actively engage in sustainable investing, which is revolutionising the investment world. Our clients appreciate knowing that their money is being invested in companies that operate responsibly and uphold ethical standards.
Speak to one our experts about ESGs
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We actively engage in sustainable investing, which is revolutionising the investment world. Our clients appreciate knowing that their money is being invested in companies that operate responsibly and uphold ethical standards.
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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