Independent Wealth Management

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

Tag: Wealth Management

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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The problem with Cash ISAs

If you’ve got a cash ISA, you will already know that the interest rates are incredibly low and that your returns are negligible. Cash ISAs were a great innovation. They followed on from the highly successful TESSAs (Tax exempt special savings accounts). These products encouraged many people to start saving by offering good levels of […]

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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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Increasing ISA Allowances

From 6th April 2017, the personal ISA allowance is increasing to £20000. Over the years, the amount you can pay into an ISA has been steadily increasing, but this represents a significant increase and means that you now have an even better opportunity to accumulate tax efficient savings and investment.  For couples, the total amount […]

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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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It’s Our Birthday!!

Professional Wealthcare is celebrating an important landmark.  We have now reached the ripe old age of 15 years! We are extremely grateful to all of our clients who have entrusted us with their finances.  We remain dedicated to continuing to provide a highly personal service which will help you to grow your money and preserve […]

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Independent Financial Advice

What is an Independent Financial Adviser (IFA)?

An IFA is a professional adviser who will consider every aspect of your personal and financial situation and will give you advice that is tailored to you. If an IFA recommends a product (for example a pension or investment) he can offer you the best choice from the whole of the market.

Unlike a free guidance service or information you may find online, the advice provided by an IFA will take account of your personal circumstances and will make clear recommendations.

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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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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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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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