Whether you need to safeguard your home, invest your savings effectively, plan your retirement, or some combination of the three, we know the sheer range of options can be intimidating. At PBS, our goal is to simplify your journey with you, putting our financial planning expertise to use to help you find the right solution for you.

Purchasing property is always a significant milestone in anyone’s life and, at any given time, your house is probably the biggest and most expensive commitment you’ve met. There can be many uncertainties about it, especially while you still have a mortgage to pay off. At PBS, we address all the ‘what if’ scenarios and work with insurance providers to find solutions suiting your individual situation and budget.

One of the best ways to secure your future and your family’s financial well-being is through carefully managed investments. Our service includes risk assessment as well as understanding your investment goals and history, allowing us to tailor solutions that make your investment journey simple.

We firmly believe retirement isn’t just a dream – it’s an essential. At PBS we set out to help make pension planning easy. We’ll guide you through crucial decisions, checking tax obligations and opportunities, and helping you select the best retirement payments. Our goal is for you to be able to trust our team to streamline the process and make your retirement planning simple.