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Barry Sears's Page
Profile Information
- Business Name (the main name you trade under)
- Professional Wealthcare
- Type of Business
- Independent Financial Adviser
- Tell Us About Your Business
- Professional Wealthcare is based in Camberley, Surrey where the principal has been providing financial advice to the community since 1989.
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.
Professional Wealthcare is a member of IN Partnership, the trading name of The On-Line Partnership Limited, which is regulated by the Personal Investment Authority.
- What Type Of Networking Events Are You Interested In?
- Breakfasts, Evening, Free, Informal, Lunch
- Which Local Towns Are You Likely To 'Network' In?
- Camberley, Farnham, Woking
- Business Website Address
- http://www.professional-wealthcare.co.uk
- Contact me: Main email (you may prefer to enter using 'AT' instead of @ - eg keith AT freelancecopy.co.uk) plus your business phone number - and any other Website or Blog URL
- advice@professional-wealthcare.co.uk
http://www.professional-wealthcare.com/blog/
01276 517700 begin_of_the_skype_highlighting 01276 517700 end_of_the_skype_highlighting
- Which online or offline business networking groups do you belong to? (Please type 'none' if you're new to networking)
- Surrey Heath Business Network
- What's A Good Business Lead For You? (potential customers, and anyone else you would like to connect with)
- Anyone requiring advice on pensions, investment or protection. Business owners. Anyone with existing plans, who would like advice to ensure that plans are appropriate. In particular, improvements can often be made to existing pension plans.
- How Did you Hear About Us?
- Referral
Barry Sears's Blog
With-Profits Investment
Posted on October 23, 2010 at 9:30 0 Comments 0 Likes
Many people have invested in with-profits funds over the years. When markets are down, with-profits fund managers often exercise something called a Market value reduction (MVR). This is essentially a penalty
for those withdrawing money from the fund. The purpose of an MVR is to reflect the underlying fall in values and to protect those who remain invested in the fund.
At times like this it is often best to sit tight until the markets recover and the MVR is withdrawn. However,…
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I must admit, it took me a moment or two to retrace you in my mind but now I definitely remember you. I have since moved to Haslemere but am still a frequent visitor or Camberley. Hope you are doing well.
Kindest regards,
Lottie
I' m guessing Sean has referred NiS to you!
Thanks for joining us, and welcome to the Networking in Surrey community. I hope you find the site useful for planning your networking.
Best regards
K