We have 3 simple objectives:
We are here to assist individuals and businesses in Odiham and the surrounding area who want to plan effectively for their retirement. Your pension plans are unique to you and we will provide independent, unbiased and friendly advice.
Pension products and legislation continue to change. Your plans should not simply be left unchecked in the hope that they will give you the income that you hope for. They should be monitored and reviewed on an ongoing basis. With careful planning, you will be better prepared for the future. If any of the following applies to you, why not speak to us and find out how we can help?
The value of units can fall as well as rise and you may not get back all of your original investment.
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 […]
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’.
Rayner Spencer Mills Research Limited is a respected investment research company. They provide independent research of investment funds and analyse the people, processes and capabilities behind the investment decisions. This quarterly market summary provides a snapshot of their current market commentary. This is nice ‘easy reading’ avoiding getting bogged down with industry jargon. We hope […]
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.