Vicki Summersby FMAAT is licensed and regulated by AAT under licence number 1002105

Louise Keevil FMAAT is licensed and regulated by AAT under licence number 231349 

Amelia Viner  FMAAT is licensed and regulated by AAT under licence number 10230381

AAT is recognised by HM Treasury to supervise compliance with the Money Laundering Regulations and PBT Accountancy Limited is supervised by AAT in this respect.

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Recommended Business Partners

At PBT we realise the value of expertise and where ours runs out, we have are referral programme with experts with a wider skill set that are ready to guide you though the next step of your business journey*

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Charlotte Coronil-Graham is a Chartered Financial Planner who provides advice to families and businesses helping to meet their long-term goals and aspirations by managing their finances tax efficiently while ensuring that they are protected should the worst happen. Make an enquiry or visit her website here.

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.

Poole Graham Wealth Consultancy Ltd

At Acorn lending their expertise is rooted in helping to find the unsecured finance businesses need to compete, to grow and to improve their prospects. Click here to visit their website.

Acorn Lending

Durkan Cahill is an Independent Insolvency Practice which provides insolvency advice to both companies and individuals. Click here to visit their website.

Durkan Cahill
HR Star

 A HR consultancy working with businesses that want to work with, create and develop stars!

Click here to visit their website.

HR Star
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Gloucester based, their friendly team has been arranging mortgages and insurance protection for more than 15 years. They are part of Intrinsic, a regulated financial services network backed by Old Mutual Wealth, a FTSE 100 investment company. Click here to visit their website.

Cornell and Company Financial Planning Consultancy
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Timbrell Law solicitors deliver specialist legal advice focusing on Wills and Trusts, Powers of Attorney, Probate and Court of Protection Work.  They help individuals and families across Gloucestershire offering free initial consultations and flexible home visits. Click here to visit their website.

 

You can also access their free introductory guides below:

Your Guide to Wills & Estate Planning

Your Guide to Lasting Powers of Attorney

Your Guide to Probate & Estate Administration

Timbrell Law

* PBT are not mutually exclusive with any of the above partners and all business referrals are based on individual client needs