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P and B Wealth

Independent Financial Adviser  65 Curzon Street, London, W1J 8PE
First meeting at adviser's own cost
I started offering advice to private clients over thirty years ago and seek to provide holistic financial planning, wealth management and estate planning services on an independent, whole of market basis.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Lump sum
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
MR Robert Saunders AFPS, ACII
Chartered Financial Planner

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.

Accreditations
Chartered Financial Planner
About us

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.

Our services

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.

Where to find us
Head office address: 65 Curzon Street, Mayfair, London, W1J 8PE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 13th September 2021

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