Comprehensive Financial Planning and Investment Services
To provide our clients with a complete and integrated financial planning and investment solution, Place Campbell has partnered with TrinityBridge through our joint venture, Place Campbell TrinityBridge Limited (PCTB).
A Service Tailored for the Bar – and Beyond
PCTB is a trusted provider for barristers and members of the judiciary, drawing on our long-standing expertise in supporting the Bar and Chambers. This extensive experience has given us a deep understanding of the unique personal and professional challenges faced by legal professionals. As a result, we are well-positioned to offer insightful and practical solutions.
While we are proud of our strong ties with the legal profession, PCTB services are available to all Place Campbell clients. Anyone can benefit from the same high level of service and broad access to financial products drawn from across the marketplace.
A Collaborative Approach for Holistic Advice
As a PCTB client, you benefit from a close and coordinated relationship between your financial adviser and your Place Campbell client manager. This collaboration ensures that our financial planning is fully aligned with your broader tax, accounting, and business affairs—giving you the reassurance of comprehensive and expert guidance.
Services Offered Through PCTB Include:
- Life insurance
- Income protection
- Critical illness cover
- Pension and retirement planning
- Mortgage advice
- Investment management
- Aged debt funding
- Inheritance tax (IHT) planning