Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
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 […]
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 has been providing me with excellent financial advice since 2003. He has simplified and consolidated a number of pensions that I had started with various organisations through different employers over the years to one pension – making it much easier for me to have a clear view of my investments and know where I stand. I receive regular, easy to understand updates, with Barry providing the added value of explaining what it all means and offering advice on actions to take. Barry ensures that he keeps current with my financial and personal circumstances and is able to adapt and make excellent, informed recommendations quickly and clearly. I would highly recommend Barry and Professional Wealthcare for your financial management solutions. He is now responsible not only for the planning of my financial security, but also for that of my children.
Jill Wells
