Our approach
Values
Being able to reflect upon a client’s financial journey and see that we have enabled them to achieve their goals sooner, is something remarkable, and something that we are consistently striving towards.
Financial planning is a journey. We use a holistic approach, which means that we consider your situation individually and consider your needs in more depth than merely managing your investment portfolio. Giving you even more significant benefit and a customised, service that often spans decades.
With nearly 20 years of working in senior positions in financial services, Pedro Bonillo-Farias has the knowledge and experience that you need to be confident that your family’s future and finances or your business finances are in safe hands.
Our service
We often work with our clients long-term and take enormous pride in seeing their financial plans come to fruition and playing a role in turning aspirations into reality.
At PBF Wealth Management a vital part of our commitment to you is taking the time to get to know and understand your situation and your hopes and aspirations. Whether you are looking to grow your wealth, to ensure your individual or business’s future stability or ensure that you are making the best choices for your family our experience places you in good hands.
We then use our expertise in financial planning, combined with St. James's Place technical support and distinctive investment approach, to tailor the best possible strategy to help you make the most of your situation. Through consistent and efficient communication we guide your financial path for the better; growing your wealth and protecting your assets.
What can we do for you?
Our expertise covers the broad spectrum of financial planning and will help you and your business to:
- Grow wealth, specifically through the St. James's Place distinctive approach to investment management
- Preserve assets for long-term financial security
- Adequately protect assets from potential threats
- Effectively manage capital and borrowings
Communication
At the heart of the service offered by Pedro Bonillo-Farias is his belief in effective communication to ensure that clients are well-informed about issues that may affect their financial wellbeing. As such he regularly publishes a range of newsletters exclusively for his clients, including a Market Week Watch bulletin and quarterly magazine, The Investor.
The value of an investment with St. James's Place will be directly linked to the performance of funds selected, and the value can, therefore, go down as well as up. You may get back less than the amount invested.
Testimonials
