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 discussing retirement planning with our clients, a great deal of attention is always given to fund choice and the corresponding past performance figures.
However, it is important to remember one of the fundamental reasons why pensions should be the investment of choice for retirement planning. Read more »
Against a background of political wrangling about pension reform, a growing number of UK individuals face an uncertain – and uncomfortable – retirement. Read more »
The following article is quite abrupt and to the point. It is difficult to write about some of the basic, yet important issues surrounding retirement planning without perhaps touching some nerves. So if you’re easily offended, please move on. My objective here is to help people to understand retirement and to successfully plan ahead for later life. This involves waking up to some serious issues. So please read this in the spirit it is meant and please don’t shoot the messenger. Read more »
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 »
Whatever the size of your pension fund, it is very important that your investment is looked after. However, the harsh reality is that with larger funds, the level of care can usually be improved on. 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 »
It is important to ensure that pension arrangements are reviewed periodically. Changes in product design and legislation have had a dramatic effect on the options available for pension policyholders. Read more »
Investing your capital for tax efficient growth or income... more »
Protect your family, life assurance, critical illness, income protection... more »
