Independent Wealth Management

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

Blog

Online Will Writing

Do You Need a Will? The answer to the above question is almost certainly a resounding ‘Yes’.  If you are interested in responsible financial planning, a legally binding Will is a fundamental and essential part of your plans that should not be overlooked. Making a Will protects the people you love. We want to make […]

Read this article ›

Professional Wealthcare has moved to Odiham

Professional Wealthcare has moved office from Camberley to Odiham. We are just a short journey from our clients in and around the Camberley area, so we remain fully available for all required meetings. As we generally visit you at your home or workplace, we are confident that this will not impact you at all. Following […]

Read this article ›

Why Wealth Management

During my long career as a financial adviser, I have always periodically reviewed many of my clients’ plans.  Sometimes I have advised on the merits of moving their pension, investments or protection plans to an alternative provider.  The reasons may have been to reduce costs, to access useful features, or to move into better funds […]

Read this article ›

The problem with Cash ISAs

If you’ve got a cash ISA, you will already know that the interest rates are incredibly low and that your returns are negligible. Cash ISAs were a great innovation. They followed on from the highly successful TESSAs (Tax exempt special savings accounts). These products encouraged many people to start saving by offering good levels of […]

Read this article ›

What is wealth management?

Wealth management is a phrase which you may have come across before.  Essentially it’s a self-explanatory term with quite an obvious meaning.  However, it can mean different things to different people.  So, let me explain what we mean when we refer to the ‘Professional Wealthcare Wealth Management Service’.

Read this article ›

Market Commentary April 2017

Rayner Spencer Mills Research Limited is a respected investment research company. They provide independent research of investment funds and analyse the people, processes and capabilities behind the investment decisions. This quarterly market summary provides a snapshot of their current market commentary. This is nice ‘easy reading’ avoiding getting bogged down with industry jargon.  We hope […]

Read this article ›

Increasing ISA Allowances

From 6th April 2017, the personal ISA allowance is increasing to £20000. Over the years, the amount you can pay into an ISA has been steadily increasing, but this represents a significant increase and means that you now have an even better opportunity to accumulate tax efficient savings and investment.  For couples, the total amount […]

Read this article ›

Market Commentary January 2017

Rayner Spencer Mills Research Limited is a respected investment research company. They provide independent research of investment funds and analyse the people, processes and capabilities behind the investment decisions. This quarterly market summary provides a snapshot of their current market commentary. This is nice ‘easy reading’ avoiding getting bogged down with industry jargon.  We hope […]

Read this article ›

Christmas Greetings from Professional Wealthcare

I’d like to wish you a wonderful Christmas and a very happy New Year Once again, I won’t be sending out Christmas cards this year, but have decided to donate my card and postage budget and some extra to a very special and local cause which I’d like to tell you about. Camberley All Night […]

Read this article ›

It’s Our Birthday!!

Professional Wealthcare is celebrating an important landmark.  We have now reached the ripe old age of 15 years! We are extremely grateful to all of our clients who have entrusted us with their finances.  We remain dedicated to continuing to provide a highly personal service which will help you to grow your money and preserve […]

Read this article ›

Blog Categories

Pensions

Planning for retirement, your options, review your plans...

More

Investments

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

More

Protection

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

More

Barry from Professional Wealthcare in Camberley has provided my family and I with expert financial advice for a number of years now. His practical, down to earth approach is very much appreciated as it can be quite a dry subject. He has advised very knowledgeably, on a wide range of related topics such as mortgages, insurance and pensions and has been an absolute pleasure to work with. I would happily recommend Barry to anyone.

Brian Davies