Our Services
Estate Planning
Estate planning is principally about safeguarding and passing on more of your hard earned wealth to future generations.
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Protection
ven the best wealth creation strategies can be ineffective if they are not supported by a back-up plan.
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Pension Planning
Whether it’s accumulating wealth for your retirement or looking to withdraw money to sustain and enjoy it we can advise you how best to meet your objectives.
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Tax Structuring
Investments can be held in a number of tax wrappers such as ISA, Pension (SIPP), Insurance Bonds and others.
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Investment Planning
P&B Wealth Planning will analyse your risk profile and capacity for loss as well as your views regarding any ethical, geopolitical or currency requirements.
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Lifetime Wealth Planning
We believe that using state of the art cashflow modelling to identify key targets, goals and needs is an excellent tool to
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