Independent Wealth Management

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

Category: Financial provision in the event of serious illness

When it comes to insurance, isn’t it time you put yourself first?

Just think about all the things you insure as a matter of course.

For instance, more people have pet insurance than health insurance.

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Cappuccino, americano, skinny latte, espresso or £40000 of cover?

Before you know where you are the odd little treat, like your favourite coffee, can soon become a daily routine.  Read more.

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Gender Ruling

Today, 1st March 2011, the unimaginable has happened. The European Court of Justice has ruled that Insurers cannot charge different premiums to men and women. The effects of this ruling will be far reaching and will take effect from 21st December 2012.

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The Value of Critical Illness Cover – Howard’s story

The following is the story of Howard Tighe, who had a stroke in 2004. Howard had a protection plan with Bright Grey, who have provided this video.

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Critical Illness Cover for Women

Sometimes a plan comes along with something extra to offer. A good example of this is AXA’s Critical Illness Cover plan. Critical illness cover provides a lump sum payment in the event of certain serious illnesses, such as cancer, heart attack, stroke and many others.

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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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After a long career dealing with other people’s money (often major six figure sums on a daily basis) I considered myself to be pretty numerate. However, facing retirement the whole pensions jungle filled me with dread as I knew it was a task I would neither relish nor easily absorb. Having taken the decision to get some help I decided I didn’t want my bank involved nor any corporate suit.

From everything I’d read and heard it was clear that I personally needed someone who could guide me through the process, having first understood our needs and to then explain each step simply without all the uniquely incomprehensible language so often encountered in this industry.

I wanted a local Financial Adviser with a good track record and I initially used a website to draw up a shortlist of suitable candidates. Barry stood out as just the kind of bloke we could do business with and, having appointed him last year, we are delighted with his service.

It’s been quite a “journey” sorting it all out these past few months but we now feel we have fully optimised our pension options and at last really enjoy our retirement. We can therefore thoroughly recommend Barry to anyone seeking such a Financial Adviser.

Mr Peter Seabrook-Harris

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