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:
Barry has provided both personal and professional advice to me since 2002, he has always been clear in his advice and recommendations and helped me to navigate the inevitable financial changes in our requirements. If you can’t see the wood for the trees, Barry can.
Mark Watson
