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.
How would you like to have your Company pay for your life cover? If you are a Company owner, you could set up a life assurance policy that is funded by your Company. The monthly premiums will usually be treated as a company expense and claims will be tax free.
You insure your home, your car and your pets. Isn’t your health important too? Private medical insurance is all about peace of mind and the reassurance of knowing that you’ll get the treatment you need, when you need it and at the best hospitals.
We insure our cars, phones, even our Sky box in case they stop working, but often not ourselves. But with over 2.2m people out of action due to long-term sickness [1] we’re just as prone to ‘breaking’ and the financial consequences are much more severe. It’s a lot more likely you’ll be off long-term sick […]
If you have a repayment mortgage, the most appropriate type of mortgage protection plan will usually be Decreasing Term Assurance.
Barry truly lives up to his company’s name as he is a real professional. He offers great, unbiased advice and puts the needs of his clients before anything else. Whereas many so-called ‘Independent’ financial advisors seem to offer products and services based primarily on how much commission they’re likely to receive, Barry offers solutions that will ensure that your investments actually work for you.
David Goodman
