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’.

Initial Service

The Professional Wealthcare ‘Wealth Management Service’ is available if you require Pension and/or investment advice with new capital.

When a review of existing plans is required, we will carry out the following service:

Ongoing Service

Under our Wealth Management Service, we will provide the following ongoing service:

The cost of this service will be met by the fees set out at the commencement of your plans.

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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Barry is an expert in his field. He listens and he helps.

Paul Sloane

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