Your financial journey runs parallel to you throughout your life. If you were to let it meander at its own pace; perhaps it will zig-zag here and there. It will cross paths and benefit you at points during your life, but this will be largely by chance. However, by engaging with it, steering it and using an expert eye to pre-empt potential twists and turns, you can better control and improve financial outcomes for you and your family.
Moreover, it is never too late to begin.
Established in 2013, PBF Wealth Management began when Pedro Bonillo-Farias, Director, PBF Wealth Management, accepted an invitation to join St. James's Place Wealth Management.
Since then Pedro and his passionate team are proud to have helped many clients to realise their various financial goals. Our client relationships are often long-term, sometimes spanning decades and are still moving forward.
Prior to becoming a Partner Practice of St. James's Place Wealth Management, Pedro was proud to spend ten years as a Senior Financial Consultant and a Senior Bank Adviser for two major high street financial institutions.
Taking the time to understand your hopes and aspirations while coupling this with your preferred financial baseline, is a crucial starting point that allows us to map out a financial journey that achieves your goals. This level of understanding is something our clients often remark upon and ensures that we can make sure that your goals are also our goals.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.