Independent Wealth Management

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

Has your adviser disappeared?

We recently received an enquiry from someone whose financial adviser had disappeared.  The adviser in question used to be an IFA with Inter-Alliance.  It occurred to me that this must be an occasional problem for people.  You see, financial services companies have come and gone over the years.  In fact, I spent four years of my career with Inter-Alliance before setting up Professional Wealthcare in 2001.

Inter-Alliance was merged with another group called Millfield.  Both originally operated out of West Byfleet and although they became national organisations, many of their clients were based in Surrey and the surrounding areas of Hampshire, Middlesex and Berkshire.  Unfortunately both Inter-Alliance and Millfield are now names of the past.

I’m sure that many of their advisers moved on and continued to look after their clients interests.  However, if you have lost touch with your adviser, help is still at hand.  If you are based within a few miles of Camberley, why not speak to us.  After all, we’ve been helping people just like you for years.

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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