Independent Wealth Management

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

Wealth management service

Many people have pensions and investments that they don’t understand. They are frustrated by poor fund performance and are concerned that their plans will not generate enough income for retirement.

Investors have a right to be worried. Many plans under-perform because they are not given the attention they deserve. The danger is that if your plans are not managed properly, you may not achieve financial security in the future.

That is why we developed the Professional Wealthcare ‘Wealth management Service’.

We can research your pension and investment plans and provide you with:

Once on the service:

You will also continue to have access to ongoing dedicated advisor support for ad hoc queries regarding the pension and/or investment plans that we set up for you.

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 […]

Read this article ›

The problem with Cash ISAs

If you’ve got a cash ISA, you will already know that the interest rates are incredibly low and that your returns are negligible. Cash ISAs were a great innovation. They followed on from the highly successful TESSAs (Tax exempt special savings accounts). These products encouraged many people to start saving by offering good levels of […]

Read this article ›

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’.

Read this article ›

Read more articles about wealth management service ›

Pensions

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

More

Investments

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

More

Protection

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

More

Barry has provided both personal and professional advice to me since 2002, he has always been clear in his advice and recommendations and helped me to navigate the inevitable financial changes in our requirements. If you can’t see the wood for the trees, Barry can.

Mark Watson

This site uses cookies. Find out more about this site’s cookies.