Long term clients

Many clients have maintained a long term relationship with Peter for many years, both under his present practice of PFB Financial Planning, and during previous years of his business career. His retention of clientele has been exemplary.

Specialist

Before entering financial services, Peter originally qualified as an engineer and held a senior management position with a major international Company.
Since entering financial services Peter has specialised during the past 32 years in providing a wide range of financial planning services.



For the very best in financial advice, pensions advice and tax guidance, call PFB Financial Planning. A well established firm, we offer a wide range of services to clients throughout the Rugby area including:
- Life Assurance - Tax planning - Inheritance Tax - Investments - Re-investments - Retirement options & Pensions Planning - Tax guidance - Overall Estate Planning

We offer our services to domestic and commercial customers alike and work extensively with local small to medium-sized business clients. We have spent many years building up our excellent reputation for plain speaking, no-nonsense advice. At PFB Financial Planning, we fully understand the concept of client satisfaction.

PFB Financial Planning is an appointed Representative of DeMontfort Professional Wealth Management LLP which is authorised & Regulated by the Financial Services Authority. Not all products/services are regulated by the Financial Services Authority.

Financial advice Warwickshire, Life assurance Warwickshire, Pensions advice Warwickshire,
Financial Adviser Rugby, Financial Advice Rugby, Investments Rugby,

Financial advice Warwickshire, Life assurance Warwickshire, Pensions advice Warwickshire, Financial Adviser Rugby, Financial Advice Rugby, Investments Rugby,

Financial advice Warwickshire, Life assurance Warwickshire, Pensions advice Warwickshire,
Financial Adviser Rugby, Financial Advice Rugby, Investments Rugby,