Independent Wealth Management

Call us on 01276 517700 or email

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 […]

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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 […]

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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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I have known Barry and used his financial services for many years for various aspects of our family’s needs. He has always provided a first class independent and personal service, giving un-biased advice that is in our best interest. He operates his business in a very professional way and communicates all the information efficiently and speedily.

David Hey

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