P and B Wealth
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.
We are a multi award winning firm of financial and wealth advisers.
Our advisers work with individuals and their families, helping to address immediate financial concerns and building financial plans to achieve longer term ambitions.
We advise on most general financial planning areas; optimising your savings and investments; retirement advice; at-retirement and pensions advice (including pension freedoms and defined benefit transfers); wealth preservation; estate planning and makings sure you have enough protection were the unforeseen to happen.
I am a Chartered Financial Planner, an Associate of the Chartered Insurance Institute and an Affiliate of the Society of Trust & Estate Practitioners.
I assist my clients with investment management and retirement planning, accessing the right solutions and providers to suit them and can access preferential rates from Discretionary Fund Managers.
I advise on Inheritance Tax, Estate Planning and Trusts.
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Telephone
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Online (Live chat, video, email)
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Face to face
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