Private Clients

The foundation of the service FB Wealth Management Limited provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients' financial planning strategy as events inevitably change.

Our approach is simple: we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

FB Wealth Management has a wealth of experience in the areas of financial planning and wealth management, and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

FB Wealth Management offers advice to private clients on a whole range of financial services including the following:

  • Investment strategies
  • Pension planning
  • Tax planning strategies
  • Life and health insurance
  • Estate planning

The Financial Conduct Authority does not regulate Inheritance tax planning, trusts and will writing services.