Independent Wealth Management

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

Protection

Looking after your family and ensuring that there are adequate funds to cope with the unexpected, should form the cornerstone of your financial planning.

The illness or death of a wage earner could plunge your family into serious financial hardship. We can help you to assess your risks and calculate how much money you would need to cover debts and provide for your family.

With the wide variety of insurance products now available, we can help you to build a complete programme of protection to meet your needs.

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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Do you qualify for Simply Life?

Simply Life is a new and innovative type of Life Cover from Aegon promising a low cost and easy to understand protection product.

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How Much Life Cover Do You Need?

There are various ways of calculating how much life cover you should have. You will need to consider all of your debts, including mortgage, credit cards, car loans etc and also the ongoing monthly costs that will continue after death.

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Pensions

Planning for retirement, your options, review your plans...

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Investments

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

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After a long career dealing with other people’s money (often major six figure sums on a daily basis) I considered myself to be pretty numerate. However, facing retirement the whole pensions jungle filled me with dread as I knew it was a task I would neither relish nor easily absorb. Having taken the decision to get some help I decided I didn’t want my bank involved nor any corporate suit.

From everything I’d read and heard it was clear that I personally needed someone who could guide me through the process, having first understood our needs and to then explain each step simply without all the uniquely incomprehensible language so often encountered in this industry.

I wanted a local Financial Adviser with a good track record and I initially used a website to draw up a shortlist of suitable candidates. Barry stood out as just the kind of bloke we could do business with and, having appointed him last year, we are delighted with his service.

It’s been quite a “journey” sorting it all out these past few months but we now feel we have fully optimised our pension options and at last really enjoy our retirement. We can therefore thoroughly recommend Barry to anyone seeking such a Financial Adviser.

Mr Peter Seabrook-Harris

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