Independent Wealth Management

Call us on 01276 517700 or email

Our process

Getting to know you

Before we recommend an investment solution for you, we first spend some time understanding your needs and aspirations. We also conduct a risk assessment where we establish your tolerance for investment risk. Whether you are cautious, balanced or speculative with your investments, it is important to make sure your plans are right for you.

Reviewing your plans

If you have existing arrangements, we will contact your existing investment providers to obtain full up to date information about your plans. We will check for any charges that would be incurred if you make changes to your plans.

Fund selection

Using modern investment plans, we can build a portfolio of funds that is suitable to your needs. We like to spread your risk using some of the best funds available. It is important that each component part of your investment portfolio is skilfully managed. All funds are fully regulated by the Financial Conduct Authority, giving you the security of knowing that your money is in safe hands.

Monitoring your plans

No investment strategy is complete without some ongoing care and attention. You may like to set up a service agreement, enabling us to review your portfolio on a regular basis to keep it on track. This service involves keeping an eye on your selected funds to ensure they remain a good choice. We will keep you informed and recommend changes, such as fund switching, if we feel this would benefit your plans.

Why Wealth Management

During my long career as a financial adviser, I have always periodically reviewed many of my clients’ plans.  Sometimes I have advised on the merits of moving their pension, investments or protection plans to an alternative provider.  The reasons may have been to reduce costs, to access useful features, or to move into better funds […]

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The problem with Cash ISAs

If you’ve got a cash ISA, you will already know that the interest rates are incredibly low and that your returns are negligible. Cash ISAs were a great innovation. They followed on from the highly successful TESSAs (Tax exempt special savings accounts). These products encouraged many people to start saving by offering good levels of […]

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What is wealth management?

Wealth management is a phrase which you may have come across before.  Essentially it’s a self-explanatory term with quite an obvious meaning.  However, it can mean different things to different people.  So, let me explain what we mean when we refer to the ‘Professional Wealthcare Wealth Management Service’.

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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

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