Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
Over the years, our clients’ needs have changed as their assets have grown and we are now looking after very significant amounts of pension and investment funds. For this reason, we have developed our Wealth Management Service. This service forms an integral part of our business and impacts on all of our pension and investment related advice.
Our objective is to provide you with a highly personal service which will help you to grow your money and preserve your wealth.
We will keep you updated and informed about your investments and help you to make the right decisions whether you are building a retirement fund, investing for growth or requiring an income.
The internet is packed with information about financial services. At Professional Wealthcare, we like to do things a little differently. Our website incorporates our blog which we use to share useful, topical and interesting news.
I would like to say that, for me, Professional Wealthcare has consistently delivered an excellent service. I have known Barry for a few years now and he is always there to answer a query, give advice or act upon new instructions without hesitation or delay; and nothing is too much trouble. Always the professional, he is extremely knowledgeable, but he also knows how to present information clearly and concisely. Barry’s honesty, integrity and downright cheerfulness make it a joy, rather than a chore, to discuss financial arrangements. I waste no time in recommending Professional Wealthcare to anyone who wants a quality service from someone who is outstanding in their field.
Lacey Callanan