Independent Wealth Management

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

Category: Growing your pension

Why Review Your Plans?

When I review financial plans for my clients, I generally have three clear objectives.

  1. Saving them money
  2. Improving benefits
  3. Ensuring that the plan remains appropriate

Saving money requires no explanation, but is obviously always well received.

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Using Your Personal Allowances

I often meet married couples where the pension plans are all in the husband’s name. For many this is the traditional way for retirement planning. However, they could be missing out on a simple piece of tax planning.

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An Employers Obligation

Employers are often confused about their obligations when it comes to providing a pension scheme for their staff.

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Passive vs Active Fund Management

Proponents of passive funds argue that that most fund managers underperform the index. Their seemingly logical conclusion is that a fund that simply tracks the index is a good way to invest and offers equity returns at low cost.

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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 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

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