Independent Wealth Management

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

Company Funded Life Cover

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.

This could save you a lot of money when compared to your personal plans paid for out of your salary, after the deduction of income tax and national insurance.

This type of plan does require careful planning and must be held in trust.  If you want to know more, please contact us.

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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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