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.
Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
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 from Professional Wealthcare in Camberley has provided my family and I with expert financial advice for a number of years now. His practical, down to earth approach is very much appreciated as it can be quite a dry subject. He has advised very knowledgeably, on a wide range of related topics such as mortgages, insurance and pensions and has been an absolute pleasure to work with. I would happily recommend Barry to anyone.
Brian Davies