Independent Wealth Management

Call us on 01276 517700 or email advice@professional-wealthcare.co.uk

Tag: Pension

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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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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Market Commentary April 2017

Rayner Spencer Mills Research Limited is a respected investment research company. They provide independent research of investment funds and analyse the people, processes and capabilities behind the investment decisions. This quarterly market summary provides a snapshot of their current market commentary. This is nice ‘easy reading’ avoiding getting bogged down with industry jargon.  We hope […]

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Market Commentary January 2017

Rayner Spencer Mills Research Limited is a respected investment research company. They provide independent research of investment funds and analyse the people, processes and capabilities behind the investment decisions. This quarterly market summary provides a snapshot of their current market commentary. This is nice ‘easy reading’ avoiding getting bogged down with industry jargon.  We hope […]

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The New Pension Rules in a Nutshell

You may have heard that the rules surrounding how you take your pension benefits are changing. These new rules will apply from April 2015.

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What do those who have already retired wish they had done?

If you are retired, what do you wish you had done differently? If you’re not yet retired, wouldn’t you be interested to know what retired people wish they had done differently?

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Are you claiming your full pension tax relief?

If you are a high rate tax payer with a personal pension, you need to be sure that you are receiving your full income tax relief on your contributions.

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Your Retirement – A Wake Up Call

Firstly; a simple mental arithmetic exercise

1. At what age do you intend or expect to retire?
2. What age are you now?
3. Subtract your age now from your retirement age.
4. Multiply the result by 12.
5. Write down your answer.

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The Retiring Population

This year, more people than ever are reaching age 65 in the UK. In fact, forecasts have predicted that over 800,000 people are reaching this milestone during 2012. The reason of course is due to the post war baby boom. At Professional Wealthcare, we’ve noticed a significant increase in the amount of enquiries we’re receiving from people approaching retirement and we expect this trend to continue.

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Do you qualify for an enhanced annuity?

Do you know that if you are a smoker or have a medical condition such as diabetes, high blood pressure, heart disease or cancer, then you could receive a higher retirement income?

Depending on your medical situation, an enhanced annuity could give you up to 40% higher income than a standard annuity, guaranteed for life.

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Blog Categories

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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I would like to say that, for me, Professional Wealthcare has consistently delivered an excellent service. I have known Barry for a few years now and he is always there to answer a query, give advice or act upon new instructions without hesitation or delay; and nothing is too much trouble. Always the professional, he is extremely knowledgeable, but he also knows how to present information clearly and concisely. Barry’s honesty, integrity and downright cheerfulness make it a joy, rather than a chore, to discuss financial arrangements. I waste no time in recommending Professional Wealthcare to anyone who wants a quality service from someone who is outstanding in their field.

Lacey Callanan

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