Financial Planning made simple...

At PBS we want to help secure peace of mind for life’s uncertainties, plan for tomorrow and invest in a comfortable future

Are you ready to secure your financial future?

Whether it’s safeguarding your home, maximising your savings through investments or planning your retirement, navigating these financial pathways can be daunting. At PBS we help simplify this journey for you and with our expertise we are here to help find the best deal for your specific requirements.

Realise the significant milestone of purchasing a new home and that it’s possibly one of the biggest and most expensive commitments you’ll make.
Consider potential uncertainties with regards to your income or health.
At PBS we address the ‘what if’ scenarios and recommend solutions that suit your unique needs and affordability.
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Safeguarding your investment

At PBS we focus on securing your future and your family’s well-being through personalised investment portfolios.
Our service includes assessing risks, understanding your investment history and goals, and tailoring solutions to make your investment journey simple.
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Strategic investment planning

Retirement is essential, not just a dream
PBS help make pension planning easy, guiding you through crucial decisions such as tax-free options and selecting the best retirement payments for you.
Trust in our team to streamline the process making your retirement plan simple.
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Retirement planning

Don’t just take our word for it...

Great financial advice, very clear and concise and with no pressure. I’ve used Ross a couple of times now and he couldn’t be more helpful, that goes for the rest of the team too. Excellent company to use would recommend to anybody thinking about financial/mortgage advice.

Jon Ford
Lancaster

Superb service from the team at PBS - highly recommended. Gareth was exceptional and provided great support throughout. Fee was also more than reasonable. Looking forward to using PBS again when my mortgage renewal is due.

Ben Knott
Lancaster

We have used PBS's services quite a few times and every time we have had fantastic service. Ross, in particular, is professional, helpful and understanding. He helped us navigate our very first mortgage in 2016, then subsequent remortgaging processes. Thank you for all your help, it's been invaluable!

Grace Rawsthorne
Lancaster

An excellent service, very efficient & a very good remortgage deal. Streamlined service & we  were kept up to date regularly about the progress. Would definitely use again & recommend.

Gary Macdonald
Lancaster

Cannot rate PBS financial solutions highly enough. Paul has always been very helpful, listening to our changing needs and giving us sound advice and direction in relation to mortgage renewals. This has been especially important with the prices going up significantly. Would recommend without hesitation.

Mireille Formosa
Lancaster

Very informative and efficient service. Everything was explained clearly and presented to us well which made the whole re-mortgaging process simple and stress free. Thanks to the team at PBS!

Michael Orford
Lancaster

PBS was recommended to me by a friend and I am so glad to have had the tip. PBS went above and beyond to help us and we will certainly be using them again. I have already recommended them to two other people myself. Many thanks to Ross and Sara for their hard work and determination.

Helen Hanks
Penmaenmawr

Paul and his team were excellent in helping us secure a mortgage for our new home. They explained everything carefully and went above and beyond in helping find the very best deal for our particular circumstances. I want to also extend extra thanks for their patience and understanding when things got a bit stressful! I would highly recommend their services.

Josh Heron
Lancaster

Paul and his team were excellent in helping us secure a mortgage for our new home. They explained everything carefully and went above and beyond in helping find the very best deal for our particular circumstances. I want to also extend extra thanks for their patience and understanding when things got a bit stressful! I would highly recommend their services.

Terri Whiteside
Morecambe

They are very knowledgeable and helpful. I have used their services multiple times and have always been more than happy with the process and outcome. Highly recommended.

Ashley Foster
Berkshire
Financial Solutions

Our Mortgage & Financial Planning Solutions...

Take a look at how we can help you navigate the next steps on your financial journey.
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First Time Buyer

Looking to Purchase your First Property can be a daunting prospect but we can keep things simple.

Complex Incomes

Explore the options when your circumstances are slightly out of the ordinary

Insurance

Taking out protection can give you the peace of mind you need
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Ready to start planning your financial future?

Arrange your initial consultation now - we offer advice face to face, by phone or video call.