Privacy Policy

Tavistock Private Client Limited understands the specific concerns of Internet users about what type of information is gathered and tracked on websites, how that information is used, and with whom it is shared.

We are committed to protecting the privacy of the personal information that we obtain about you through your use of this website (the “Site”). This commitment is described in this privacy policy which sets out how we collect, use and handle your information, and what steps we take to protect your privacy when it is collected by us on our Site.

By using this website, you agree to the use of your information in accordance with this privacy policy.

Your information is the information which we obtain about you. This information includes your name, address, telephone number, email address, and any other contact details. It includes information which either you give to us or which we obtain about you, through your use of this Site and/or in connection with any products we provide to you. We may also collect information about you through email and voluntary online surveys or forms.

We also gather information about you from our Site. This will include information (such as how many people visit our Site, the pages they visit, the features they use, how long they stay and the websites they are connecting from) collected on an aggregate basis on public areas of our Site.

We also use cookies to collect information and enable our site to work more efficiently. A cookie is a small amount of data, which often includes an anonymous unique identifier that is sent to your browser from a website’s computer and stored on your computer’s hard drive. Each website can send its own cookie to your browser if your browser’s preferences allow it, but (to protect your privacy) your browser only permits a website to access the cookies it has already sent to you, not the cookies sent to you by other sites. Many sites do this whenever a user visits their website in order to track online traffic flows. None of the cookies that we use identify you as an individual, nor do they capture any personal information. For more information about cookies generally, including how to see what cookies have been set and how to manage and delete them, visit www.allaboutcookies.org.

Contact Us

We would love to answer any questions or schedule a free consultation. Please call us or send us an email by completing  the form below.

If you would like to speak to an adviser in your local area, please leave a message below leaving your postcode, and we will have an adviser that covers your area contact you.

Please also indicate which services you are particularly interested in:

Please select:

10 + 2 =

01223 696100

Head Office

Tennyson House

Cambridge Business Park, Cambridge  CB4 0WZ

01279 755888

Bishop’s Stortford, Herts

020 7065 2660

London EC2M 1QS

PB Financial Planning is a trading style of Tavistock Private Client Limited which is authorised and regulated by the Financial Conduct Authority, 
FCA number: 210782. Tavistock Private Client Limited is a wholly owned subsidiary of Tavistock Investments Plc

Registered in England Registered O­ffice: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell  RG12 7BW, Company Number 04298592

Your home may be repossessed if you do not keep up repayments on a mortgage

The firm is not responsible for the content of external links