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Professional Wealthcare supports the British Heart Foundation

The British Heart Foundation has recently selected Camberley as a Heart Town. Read more »

Posted in Financial Provision in the event of Serious Illness, Protection | Tagged , , , , , , ,

When it comes to insurance, isn’t it time you put yourself first?

Just think about all the things you insure as a matter of course.

For instance, more people have pet insurance than health insurance. Read more »

Posted in Financial Provision in the event of Serious Illness, Protection | Tagged , ,

How to Build an Investment Portfolio

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 »

Posted in Investments, Lump Sum Investment, Pensions, Pensions Review Service, Retirement Planning | Tagged , , , , , , , ,

Do you have a large Pension fund?

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 »

Posted in Pensions, Pensions Review Service, Retirement Planning | Tagged , , , ,

What is your tolerance to risk?

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 »

Posted in Financial Plans Review Service, Investments, Lump Sum Investment, Pensions, Pensions Review Service, Regular Savings, Retirement Planning | Tagged , , , ,