What is your tolerance to risk?
If you are a saver or an investor, have you ever really considered the amount of risk you are taking with your money?
Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
If you are a saver or an investor, have you ever really considered the amount of risk you are taking with your money?
When I review financial plans for my clients, I generally have three clear objectives.
Saving money requires no explanation, but is obviously always well received.
If you run a successful Company, you may often find that there is a surplus of cash and the question arises where best to put this.
Many people have invested in with-profits funds over the years. When markets are down, with-profits fund managers often exercise something called a Market value reduction (MVR). This is essentially a penalty for those withdrawing money from the fund. The purpose of an MVR is to reflect the underlying fall in values and to protect those […]
Barry truly lives up to his company’s name as he is a real professional. He offers great, unbiased advice and puts the needs of his clients before anything else. Whereas many so-called ‘Independent’ financial advisors seem to offer products and services based primarily on how much commission they’re likely to receive, Barry offers solutions that will ensure that your investments actually work for you.
David Goodman
