Independent Wealth Management

Call us on 01276 517700 or email advice@professional-wealthcare.co.uk

Company Funded Life Cover

How would you like to have your Company pay for your life cover?

If you are a Company owner, you could set up a life assurance policy that is funded by your Company.  The monthly premiums will usually be treated as a company expense and claims will be tax free.

This could save you a lot of money when compared to your personal plans paid for out of your salary, after the deduction of income tax and national insurance.

This type of plan does require careful planning and must be held in trust.  If you want to know more, please contact us.

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Pensions

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Investments

Investing your capital for tax efficient growth or income...

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Protection

Protect your family, life assurance, critical illness, income protection...

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I would like to say that, for me, Professional Wealthcare has consistently delivered an excellent service. I have known Barry for a few years now and he is always there to answer a query, give advice or act upon new instructions without hesitation or delay; and nothing is too much trouble. Always the professional, he is extremely knowledgeable, but he also knows how to present information clearly and concisely. Barry’s honesty, integrity and downright cheerfulness make it a joy, rather than a chore, to discuss financial arrangements. I waste no time in recommending Professional Wealthcare to anyone who wants a quality service from someone who is outstanding in their field.

Lacey Callanan