Independent Financial Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
Independent Financial Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
We are highly recommended by many of our clients... find out what they say »
When make an investment (whether it be a lump sum, regular savings or a pension contribution), you have some important decisions to make and fund selection will be high on your decision list. If your investment is small, you may decide to use a single fund. However, for most, it is important to build a suitable portfolio of funds because: Read more »
If you have a pension or investment plan, you will often invest in a selection of different funds, often referred to as a ‘Portfolio’. Read more »
If you are a saver or an investor, have you ever really considered the amount of risk you are taking with your money? Read more »
Many people have invested in with-profits funds over the years. When markets are down, with-profits fund managers often exercise something called a Market value reduction (MVR). This is essentially a penalty for those withdrawing money from the fund. The purpose … Read more »
Proponents of passive funds argue that that most fund managers underperform the index. Their seemingly logical conclusion is that a fund that simply tracks the index is a good way to invest and offers equity returns at low cost. Read more »
Most of us know that ISAs are an excellent and tax efficient way of accumulating wealth. During retirement, ISAs are also very useful for providing a tax efficient income to supplement your pension income. Approaching retirement, growth funds can be … Read more »
Investing your capital for tax efficient growth or income... more »
Protect your family, life assurance, critical illness, income protection... more »
