Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
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.
Barry has been providing me with excellent financial advice since 2003. He has simplified and consolidated a number of pensions that I had started with various organisations through different employers over the years to one pension – making it much easier for me to have a clear view of my investments and know where I stand. I receive regular, easy to understand updates, with Barry providing the added value of explaining what it all means and offering advice on actions to take. Barry ensures that he keeps current with my financial and personal circumstances and is able to adapt and make excellent, informed recommendations quickly and clearly. I would highly recommend Barry and Professional Wealthcare for your financial management solutions. He is now responsible not only for the planning of my financial security, but also for that of my children.
Jill Wells
