Independent Wealth Management

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

Category: Estate planning

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 […]

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Life Assurance in Trust

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.

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Blog Categories

Pensions

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

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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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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