Independent Wealth Management

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

It’s Our Birthday!!

Professional Wealthcare is celebrating an important landmark.  We have now reached the ripe old age of 15 years!

We are extremely grateful to all of our clients who have entrusted us with their finances.  We remain dedicated to continuing to provide a highly personal service which will help you to grow your money and preserve your wealth.

Here are some updated facts about Professional Wealthcare:

  1. Professional Wealthcare was created by Barry Sears 15 years ago – 11th September 2001
  2. Barry Sears has been a Financial Adviser for over 25 years – April 1991
  3. Barry Sears has been an Independent Financial Adviser for over 18 years – Feb 1998
  4. Since setting up Professional Wealthcare, we have advised 330 clients
  5. Since setting up Professional Wealthcare, we have set up 1879 financial plans, an average of 5.69 plans per client.
  6. Our clients come back to us.
  7. We are looking after client assets in excess of £30 million.

The above facts are accurate at 1st September 2016.

Thank you to all of our loyal clients and we look forward to providing a continued service over the years ahead.

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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

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