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
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Lump sum
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
Response rating
9.3/10
check
FCA authorised
Last authorised 16th November 2020
Meet our advisers
Robert Saunders AFPS ACII STEP Affiliate
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)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.3/10
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Independent Financial Adviser 0.02 mi
Chartered Financial Planners and advisers to individuals, companies,trustees and charities offering high quality guidance and peace of mind.
 
Independent Financial Adviser 0.09 mi
We are the premier offshore financial adviser/portfolio manager on the Isle Of Man, offering advice to people onshore in the UK and offshore ex-repatriates. We offer a free initial consultation to discuss your circumstances and obtain advice.
 
Independent Financial Adviser 0.14 mi
 
 
Restricted - whole of market 0.14 mi
Eighteen years' experience in Pension Transfers (including Final Salary), QROPS, emigrants and expats. In-house Actuarial expertise, highly qualified pension specialists UK and abroad.