Important Information

By using this website, you are agreeing to be bound by our terms.

P&B Wealth Planning is a trading name of Peregrine and Black Investment Management who is authorised and regulated by the Financial Conduct Authority

P&B Wealth Planning is registered in England and Wales, No. 11313457. Registered office: Argyle House, Joel Street, Nortwood Hills, London, Middlesex, United Kingdom, HA6 1NW

Jurisdiction

This website, and all matters arising from it, shall be governed by and in accordance with English law. All users agree to be subject to the exclusive jurisdiction of the English courts.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Copyright

Information on this site is for your personal use only, and may be reproduced in hard copy solely for your personal use. Information on this site may not otherwise be reproduced or distributed to any person in any way without our prior written permission.

Scope and limit of liability

This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact P&B Wealth Planning Limited for advice.

Nothing contained on this website constitutes investment, legal, tax or other advice and is not to be relied upon in making an investment or other decision.

The information on this website is believed to be correct, but P&B Wealth Planning Limited cannot guarantee the accuracy, timeliness or completeness of any such information. Neither P&B Wealth Planning Limited nor any connected company accepts responsibility for any direct or indirect or consequential loss suffered by you or any other person as a result of your acting, or deciding not to act, in reliance upon any information contained in this website.

Investment Risk

Certain investments carry a higher degree of risk than others and are, therefore, unsuitable for some investors. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your initial investment. Where an investment involves exposure to a foreign currency, changes in rates of exchange may cause the value of the investment, and the income from it, to go up or down. Tax treatment depends on an investor’s individual circumstances, and it may be subject to change.

Before contemplating any transaction, you should consult your wealth adviser.

Conflicts

Any research and analysis in this website have been procured, and may have been acted upon, by P&B Wealth Planning Limited and connected companies for their own purposes, and the results are being made available to you on this understanding.

Links to 3rd Parties

This website contains hypertext links to other websites, which may or may not be regulated by the Financial Conduct Authority. By activating any of these links you understand that you are leaving this website. Any hypertext links are used entirely at your own risk.

Complaints

Our aim is to provide you with a professional and confidential service that delivers the highest possible standards. However, there may be a occasions where you feel this has not been achieved and should you wish to make a complaint about any aspect of the service we provide to you, you can do this by writing to enquiries@pandbwealth.com or by telephoning us on 01256 767 788 where we will try to resolve your concern at the earliest time possible.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.