Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
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.
Employers are often confused about their obligations when it comes to providing a pension scheme for their staff.
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.
I would like to say that, for me, Professional Wealthcare has consistently delivered an excellent service. I have known Barry for a few years now and he is always there to answer a query, give advice or act upon new instructions without hesitation or delay; and nothing is too much trouble. Always the professional, he is extremely knowledgeable, but he also knows how to present information clearly and concisely. Barry’s honesty, integrity and downright cheerfulness make it a joy, rather than a chore, to discuss financial arrangements. I waste no time in recommending Professional Wealthcare to anyone who wants a quality service from someone who is outstanding in their field.
Lacey Callanan
