Independent Wealth Management

Call us on 01276 517700 or email

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’.

Our service will generally apply to all of your investment types, whether they be pensions, ISAs, investment bonds or any other investment products.  It is often considered that pensions are a separate part of your investment strategy, but we consider them to be a central part – even more so now they have evolved into very flexible products with great opportunity for investment strategy, taxation and inheritance planning.

When you become a Professional Wealthcare client, we usually carry out a thorough review of your existing pension and/or investment plans.  We also provide advice and recommendations for any important changes and improvements that should be made.

A minimum investment of £200,000 is generally required.  Lower investment amounts may be acceptable where ongoing regular contributions are also being made, or where significant top ups are anticipated.  Due to the type of service we provide, it is simply not practical to provide this service for smaller capital sums.

After we have completed this initial pension and/or investment review service, we provide ongoing service and support.

It is important that your plans continue to reflect your personal objectives and your tolerance to investment risk.

We therefore remain available to you for any of your ongoing needs, to make any changes that are required and to answer any ad hoc questions you have.  We see this as an essential flexibility and therefore do not operate a strict 6 monthly or annual review programme as some advisers do.  We do however provide ongoing service and report to you by post or email on a regular basis.

‘Our aim is to ensure that you and your wealth are looked after to a very high standard and to ensure that you have access to good quality financial support for as long as you need it.’

If this is a service that would be useful to you, then please contact us.

Investment returns may go down as well as up

Taxation advice is not regulated by the Financial Conduct Authority

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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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