Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
It is important that our clients are aware of the many services provided by Professional Wealthcare. The following is a comprehensive list of our main services.
Please contact us if you require our help in any of these areas.
Advice on setting up a pension scheme, whether privately or through your business. This includes reviewing your existing pension arrangements.
Advice if you are approaching or have reached retirement age and would like understand the available options for your accumulated pension fund.
Advice on investing capital for growth.
This includes reviewing your existing investment plans.
Advice on investing capital for income.
This includes reviewing your existing investment plans.
Advice on protecting your mortgage in the event of death, illness, disability or redundancy.
Advice on providing for your family, business, school fees commitments or paying off your mortgage in the event of death.
Advice on providing for you and/or your family, or your business in the event of suffering a serious illness.
Advice on replacing your income in the event of illness or incapacity.
Advice on protecting your business in the event of the death or serious illness of yourself, a key employee, shareholder, director or partner.
Advice on tax planning, reducing or deferring taxation.
Advice on providing for or reducing Inheritance tax and preserving your estate for your beneficiaries after your death.
This is a specialist service which provides:
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
