TPB Financial Services

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Financial Services: Without proper planning, your short, medium and long term financial objectives could be compromised. Financial planning will improve the chances of realising your goals and the sooner you start planning, the sooner you will be on course to achieving your aims.

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Wills and Trusts: Having a professionally drafted Will is vital to ensure your estate passes to the right person and can also improve the tax efficiency of your estate. Similarly, Trusts can ensure that assets are passed down to future generations. Wills and Trusts are not regulated by the Financial Services Authority.

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Asset Management Service: Some investment advisers will only look after a small part of your wealth. Whilst we are more than happy to do the same, we believe that we can add much greater value to our clients through ongoing wealth and investment management.

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TPB Financial Services is the trading name of The Probate Bureau Financial Services Limited, an appointed representative of Financial Limited which is authorised and regulated by the Financial Services Authority. FSA No. 511420.

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