Our response to COVID-19 Events Careers 0800 434 6460 Who we are Business challenges Services Sectors Content Hub Contact us Investment management Making the most of your investments Private client » Investment management If you feel managing your investments is becoming ever more complicated, and you don’t have the time to research all the options, we can help. With our discretionary investment management service, you can let us take care of the day-to-day running and decision-making for your investments, whether you’re an individual, charity, trust, pension fund or corporate body. We look after it all: portfolio construction, portfolio monitoring and regular portfolio re-balancing. In short, you get independent, professional portfolio management at highly competitive rates. You benefit from: regular portfolio reports efficient use of your ISA allowances transparent, competitive charging structure prompt action when views and markets change simplified paperwork. We can select one of our portfolios, to match your attitude to risk. We prefer index-tracking investment products, which provide low-cost exposure to a comprehensive range of assets and markets. The reassurance of experience We’ve been successfully investing and managing clients’ money for more than 15 years – and have funds of more than £500 million under management. Our portfolios include funds not usually available to retail investors, and we’re proud of our track record in protecting and enhancing our clients’ portfolio values through challenging market conditions. You should regard PB Financial Planning portfolios as medium to long-term investments (five years or more). Their value, and any income from them, can go down as well as up. You might not get back what you originally invested. PB Financial Planning is a trading style of Tavistock Private Client Limited which is authorised and regulated by the Financial Conduct Authority. FCA Registration 210782. Tavistock Private Client Limited is a wholly owned subsidiary of Tavistock Investments Plc. Registered Office address is 1 Bracknell Beeches Old Bracknell Lane Bracknell RG12 7BW. Registered Number 04298592. "To be able to receive expert guidance on issues as diverse as valuation, corporate finance, taxation and employee incentivisation from one integrated source is hugely beneficial." Mark Boon La Playa Recent blog Are you prepared for the changes to how you report residential property sales from 6 April this year? Read more Get in touch. Call us for free or submit your enquiry online Enquire online Call us on 0800 434 6460 Related Services Services that keep you on track, in charge and at ease. Financial planning Helping you look forward to the future Cash flow modelling Ensuring your way of life is always as you want it Personal Finance Portal Existing clients can login to our portals here Investment management Making the most of your investments Personal tax services Helping you do more than comply with the regulations View all services Back to top Useful Links Careers Work Experience Contact us Events Employee directory Media and press enquiries Online payments Press releases Client identification and verification Legal information Privacy & cookies Locations Bishop’s Stortford Cambridge Channel Islands City of London Dubai Eastern Caribbean Ely London Mayfair Newmarket Norwich Sawston Latest Content Video: Stress and distress in owner-managed businesses 12:33 PM - 26 Nov 2021 Read more Video: Delayed impacts of the pandemic and Brexit for owner-managed businesses 9:00 AM - 24 Nov 2021 Read more Latest Tweet 11:00 AM - 26 Nov 2021 Connect with us © Price Bailey LLP 2021