Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
When make an investment (whether it be a lump sum, regular savings or a pension contribution), you have some important decisions to make and fund selection will be high on your decision list. If your investment is small, you may decide to use a single fund. However, for most, it is important to build a suitable portfolio of funds because:
If you have a pension or investment plan, you will often invest in a selection of different funds, often referred to as a ‘Portfolio’.
If you are a saver or an investor, have you ever really considered the amount of risk you are taking with your money?
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
