Barry Sears – Professional Wealthcare I.F.A.
About Professional Wealthcare
Professional Wealthcare is based in Camberley, Surrey where the principal, Barry Sears, has been providing financial advice to the community since 1990.
All aspects of financial planning are accommodated for private individuals and business owners.
‘Our aim is to provide financial management solutions in a focused and proactive manner, providing a value added professional service’.
An initial consultation carries no charge and is without obligation.
The Professional Wealthcare ‘Pension Performance Review’ service
Many people we meet have pensions that they don’t understand. They are frustrated by poor fund performance and are concerned that their plans will not generate enough income for retirement.
• Are your pension plans a mystery to you?
• Have you ever contracted out of the State Earnings Related Pension Scheme (Now the State Second Pension)?
• Are your pension funds under-performing?
• Are your plans being regularly reviewed and actively monitored?
• Do you want to withdraw a lump sum or take an income?
We can research your pension plans and provide you with:
• A full analysis of your pension plans.
• A comprehensive report detailing plan charges, investment performance, plan flexibility and more.
• Recommendations for possible improvements that could be made.
• Recommendations for investment strategy.
We provide a review of money already invested in your pension fund. Our objective is to get your investment working hard for you. No additional investment is required.
Why Professional Wealthcare?
• Camberley based Independent Financial Adviser.
• Personal and friendly service.
• Many years of experience.
For more information or to arrange a meeting, please contact us on:
Tel: 01276 517700
Email: advice@professional-wealthcare.co.uk
Web: www.professional-wealthcare.co.uk
Blog: www.professional-wealthcare.com/blog
Follow me on twitter: https://twitter.com/barrysears
Legal Notice
Professional Wealthcare is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority. Our services are aimed at UK clients only.