At P&B Wealth Planning, we're proud of our diverse and dedicated team of financial professionals, each bringing their own unique skills and experiences to serve our clients. From our visionary co-founders to our skilled advisers, each team member plays a crucial role in providing top-tier, holistic financial advice.
Our combined wealth of knowledge and our shared commitment to understanding our clients' needs enables us to deliver exceptional outcomes. We invite you to get to know us better. Discover who we are, what we do, and how we can help you on your financial journey.
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, 85 Bolton Street, London W1J 8BA. 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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