Independent Wealth Management

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

Professional Wealthcare has moved to Odiham

Professional Wealthcare has moved office from Camberley to Odiham.

We are just a short journey from our clients in and around the Camberley area, so we remain fully available for all required meetings. As we generally visit you at your home or workplace, we are confident that this will not impact you at all.

Following a short period of upheaval, normal service has now been resumed and we remain available for your ongoing financial requirements.
Our address is as follows:

33 Oak Tree Close
Odiham
Hampshire
RG29 1FT

Our telephone number and all other contact details remain unchanged.

Blog Categories

Pensions

Planning for retirement, your options, review your plans...

More

Investments

Investing your capital for tax efficient growth or income...

More

Protection

Protect your family, life assurance, critical illness, income protection...

More

After a long career dealing with other people’s money (often major six figure sums on a daily basis) I considered myself to be pretty numerate. However, facing retirement the whole pensions jungle filled me with dread as I knew it was a task I would neither relish nor easily absorb. Having taken the decision to get some help I decided I didn’t want my bank involved nor any corporate suit.

From everything I’d read and heard it was clear that I personally needed someone who could guide me through the process, having first understood our needs and to then explain each step simply without all the uniquely incomprehensible language so often encountered in this industry.

I wanted a local Financial Adviser with a good track record and I initially used a website to draw up a shortlist of suitable candidates. Barry stood out as just the kind of bloke we could do business with and, having appointed him last year, we are delighted with his service.

It’s been quite a “journey” sorting it all out these past few months but we now feel we have fully optimised our pension options and at last really enjoy our retirement. We can therefore thoroughly recommend Barry to anyone seeking such a Financial Adviser.

Mr Peter Seabrook-Harris

This site uses cookies. Find out more about this site’s cookies.