Independent Wealth Management

Call us on 01276 517700 or email advice@professional-wealthcare.co.uk

Your options

You will usually take your pension benefits at retirement. However, this is not always the case. Many people continue to work even though they are drawing their pension benefits.

The decisions you make when you take your pension are crucial. In many cases, these decisions cannot be undone. The options you have are numerous and it is important that consideration is given to the various types of retirement strategies.

Most people don’t recognise all of the issues that should be considered. We will explain to you the choices you have and give you all the advice you need at this important time. Many things will need to be considered, including the following:

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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Independent Financial Advice

What is an Independent Financial Adviser (IFA)?

An IFA is a professional adviser who will consider every aspect of your personal and financial situation and will give you advice that is tailored to you. If an IFA recommends a product (for example a pension or investment) he can offer you the best choice from the whole of the market.

Unlike a free guidance service or information you may find online, the advice provided by an IFA will take account of your personal circumstances and will make clear recommendations.

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Investments

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

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Protection

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

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I would like to say that, for me, Professional Wealthcare has consistently delivered an excellent service. I have known Barry for a few years now and he is always there to answer a query, give advice or act upon new instructions without hesitation or delay; and nothing is too much trouble. Always the professional, he is extremely knowledgeable, but he also knows how to present information clearly and concisely. Barry’s honesty, integrity and downright cheerfulness make it a joy, rather than a chore, to discuss financial arrangements. I waste no time in recommending Professional Wealthcare to anyone who wants a quality service from someone who is outstanding in their field.

Lacey Callanan

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