Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
You may have seen the adverts on national television for Unum Income Protection.
If you need a ‘Back-up plan’, why not speak to us. We can set this up for you using Unum, who are a perfectly good income protection provider, or with someone else if there is a better alternative for you.
Income Protection – ‘Because everyone needs a back-up plan’.
When my wife and I were looking for advice on retirement financial planning a few years ago, Barry was recommended to us by another IFA, who no longer provided that type of advice. Over the last few years, Barry has provided us with very good financial planning advice, tailored to our particular needs and attitudes to financial risk. He contacts us regularly to update us with the latest information and to see if our needs have changed but leaves the final decisions to us, i.e. he does not try to push a particular financial product or company. We have been very pleased with his advice to date and look forward to continuing our association with him.
Mr K.T.
