Independent Wealth Management

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

Category: Estate planning

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.

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

I have known Barry and used his financial services for many years for various aspects of our family’s needs. He has always provided a first class independent and personal service, giving un-biased advice that is in our best interest. He operates his business in a very professional way and communicates all the information efficiently and speedily.

David Hey

This site uses cookies. Find out more about this site’s cookies.