Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
Over the years, our clients’ needs have changed as their assets have grown and we are now looking after very significant amounts of pension and investment funds. For this reason, we have developed our Wealth Management Service. This service forms an integral part of our business and impacts on all of our pension and investment related advice.
Our objective is to provide you with a highly personal service which will help you to grow your money and preserve your wealth.
We will keep you updated and informed about your investments and help you to make the right decisions whether you are building a retirement fund, investing for growth or requiring an income.
The internet is packed with information about financial services. At Professional Wealthcare, we like to do things a little differently. Our website incorporates our blog which we use to share useful, topical and interesting news.
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.
