We have 3 simple objectives:
We are here to assist individuals and businesses in Camberley 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 […]
When my wife and I were looking for advice on retirement financial planning a few years ago, Barry was recommended to us by another IFA, who no longer provided that type of advice. Over the last few years, Barry has provided us with very good financial planning advice, tailored to our particular needs and attitudes to financial risk. He contacts us regularly to update us with the latest information and to see if our needs have changed but leaves the final decisions to us, i.e. he does not try to push a particular financial product or company. We have been very pleased with his advice to date and look forward to continuing our association with him.