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 was kind and understanding at a very difficult time, his professional attitude in handling my financial affairs and that of my late husband, given with clarity and ease of understanding, always in a friendly manner. I have found his advice sound and his continued care and concern to be knowledgeable and applicable.
Mrs Ann Greenwood