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 been providing me with excellent financial advice since 2003. He has simplified and consolidated a number of pensions that I had started with various organisations through different employers over the years to one pension – making it much easier for me to have a clear view of my investments and know where I stand. I receive regular, easy to understand updates, with Barry providing the added value of explaining what it all means and offering advice on actions to take. Barry ensures that he keeps current with my financial and personal circumstances and is able to adapt and make excellent, informed recommendations quickly and clearly. I would highly recommend Barry and Professional Wealthcare for your financial management solutions. He is now responsible not only for the planning of my financial security, but also for that of my children.
Jill Wells
