Independent Wealth Management

Call us on 01276 517700 or email


We have 3 simple objectives:

  1. To get your pension growing
  2. To keep you updated and informed about your pension plans
  3. To help you while you are accumulating a pension fund and also when you are taking your pension income

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.

Your pension

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.

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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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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Market Commentary January 2017

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 […]

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Investing your capital for tax efficient growth or income...



Protect your family, life assurance, critical illness, income protection...


Barry truly lives up to his company’s name as he is a real professional. He offers great, unbiased advice and puts the needs of his clients before anything else. Whereas many so-called ‘Independent’ financial advisors seem to offer products and services based primarily on how much commission they’re likely to receive, Barry offers solutions that will ensure that your investments actually work for you.

David Goodman

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