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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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.

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