Independent Wealth Management

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Tag: Critical illness cover

When it comes to insurance, isn’t it time you put yourself first?

Just think about all the things you insure as a matter of course.

For instance, more people have pet insurance than health insurance.

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Cappuccino, americano, skinny latte, espresso or £40000 of cover?

Before you know where you are the odd little treat, like your favourite coffee, can soon become a daily routine.  Read more.

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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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Protection

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

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When my wife and I were looking for advice on retirement financial planning a few years ago, Barry was recommended to us by another IFA, who no longer provided that type of advice. Over the last few years, Barry has provided us with very good financial planning advice, tailored to our particular needs and attitudes to financial risk. He contacts us regularly to update us with the latest information and to see if our needs have changed but leaves the final decisions to us, i.e. he does not try to push a particular financial product or company. We have been very pleased with his advice to date and look forward to continuing our association with him.

Mr K.T.