Independent Wealth Management

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Tag: Investment

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?

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Why Review Your Plans?

When I review financial plans for my clients, I generally have three clear objectives.

  1. Saving them money
  2. Improving benefits
  3. Ensuring that the plan remains appropriate

Saving money requires no explanation, but is obviously always well received.

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Where to Invest?

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.

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With-Profits Investment

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 […]

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Planning for retirement, your options, review your plans...



Investing your capital for tax efficient growth or income...



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


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.

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