Independent Wealth Management

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

Category: Growing your pension

Why Wealth Management

During my long career as a financial adviser, I have always periodically reviewed many of my clients’ plans.  Sometimes I have advised on the merits of moving their pension, investments or protection plans to an alternative provider.  The reasons may have been to reduce costs, to access useful features, or to move into better funds […]

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What is wealth management?

Wealth management is a phrase which you may have come across before.  Essentially it’s a self-explanatory term with quite an obvious meaning.  However, it can mean different things to different people.  So, let me explain what we mean when we refer to the ‘Professional Wealthcare Wealth Management Service’.

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Market Commentary April 2017

Rayner Spencer Mills Research Limited is a respected investment research company. They provide independent research of investment funds and analyse the people, processes and capabilities behind the investment decisions. This quarterly market summary provides a snapshot of their current market commentary. This is nice ‘easy reading’ avoiding getting bogged down with industry jargon.  We hope […]

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Market Commentary January 2017

Rayner Spencer Mills Research Limited is a respected investment research company. They provide independent research of investment funds and analyse the people, processes and capabilities behind the investment decisions. This quarterly market summary provides a snapshot of their current market commentary. This is nice ‘easy reading’ avoiding getting bogged down with industry jargon.  We hope […]

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Independent Financial Advice

What is an Independent Financial Adviser (IFA)?

An IFA is a professional adviser who will consider every aspect of your personal and financial situation and will give you advice that is tailored to you. If an IFA recommends a product (for example a pension or investment) he can offer you the best choice from the whole of the market.

Unlike a free guidance service or information you may find online, the advice provided by an IFA will take account of your personal circumstances and will make clear recommendations.

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The New Pension Rules in a Nutshell

You may have heard that the rules surrounding how you take your pension benefits are changing. These new rules will apply from April 2015.

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What do those who have already retired wish they had done?

If you are retired, what do you wish you had done differently? If you’re not yet retired, wouldn’t you be interested to know what retired people wish they had done differently?

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Are you claiming your full pension tax relief?

If you are a high rate tax payer with a personal pension, you need to be sure that you are receiving your full income tax relief on your contributions.

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Will you be a burden on your children?

I’m sure we all want to give our children the very best, but my observation is that many parents are storing up problems for the future. Let me explain:

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Your Retirement – A Wake Up Call

Firstly; a simple mental arithmetic exercise

1. At what age do you intend or expect to retire?
2. What age are you now?
3. Subtract your age now from your retirement age.
4. Multiply the result by 12.
5. Write down your answer.

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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 is an expert in his field. He listens and he helps.

Paul Sloane

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