Independent Wealth Management

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Tag: Rebalance

Portfolio Rebalancing

If you have a pension or investment plan, you will often invest in a selection of different funds, often referred to as a ‘Portfolio’.

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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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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