Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
When you take out a Life Assurance policy, you will usually have the option of placing it into a Trust. This is often overlooked by policy holders and unfortunately sometimes by advisers.
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
