From small beginnings with just a handful of people and a vision, to three offices and a list of partnerships who are each delivering on their values and promise to PCC Wealth Management’s expatriate clients, while ensuring the highest levels of trust – means integrity and quality continues.
PCC Wealth Management run as an independent unit as well as having established a European-wide network, also independent from other groups. With their main offices in Tavira, Portugal, another in the Costa Del Sol, PCC Wealth Management continues to forge new and exciting partnerships. The recent being a common bond that ensures they not only raise vital donations for The Bradley Lowery Foundation for childhood cancer research, but awareness of the importance for end-of-life planning. A subject that many today, still find difficulty discussing.
The current alliances are multi-faceted.
With company OIG (Once I’ve Gone), PCC wanted to give back by incorporating donations to The Bradley Lowery Foundation through normal business in the form of a gift to their clients. OIG lets you secure all your important information online and make it available to the right people at the right time. It helps you get everything organised in one place, and crucially it means you have everything sorted for your loved ones should anything happen to you.
But it doesn’t stop there!
Further donations to The Bradley Lowery Foundation come in the form of referring PCC clients to Sunderland based solicitors, Richard Reed. Each client referral equals another vital donation. These partnerships combined, highlight the urgency and importance of documenting our last wishes and making sure our financials are in order.
Naturally, our attention turns toward our loved ones and how we can protect them as we go through times such as the entire world is experiencing. One thing that ties these things together is end-of-life planning. It is clear there has been an increase in people writing wills and making plans, however, there are still millions of people overlooking the importance of it, and this is largely to do with the uncertainty of how they begin the process.
That’s where PCC partnerships come in.
“We are delighted to been asked to partner with Andy and his team at Private Client Consultancy to provide Will services for their valued clients. As a reputable law firm regulated in England & Wales, that has a high standard of client care that mirrors PCC’s, we feel it is a perfect partnership. We are so very looking forward to helping their clients.” – Wendy Mustard, Richard Reed Solicitors.
Who are PCC Wealth Management?
As well as estate planning, the primary focus for PCC Wealth Management continues to be providing a quality, tailored approach to financial planning. It is this approach that has driven their success and led to a high level of client retention. PCC seek to build stable, long-term partnerships with their expatriate clients, and they do this by offering all aspects of financial planning backed by exceptional client support services. PCC Wealth Management do not believe there is a ‘one-size-fits-all’ solution, and that means you won’t receive a standard tick box response in return.
The partnerships keep coming!
PCC recently joined forces with two more key players. With WealthTek we now have a fantastic PCC Wealth Platform – which is an innovative and integrated investment service that will enhance our clients experience with us through the technology we use. Also, GC Partners, specialists in their field with foreign currency exchange. GC Partners offer PCC clients exchange rates they would be hard pushed to find elsewhere. Combined, they have proved to be another example of why PCC are always looking for the best for their clients in all their partnerships.
Joining as an IFA
PCC are also attracting established EU based IFAs. That’s because, an IFA like any professional, requires a solid set of business tools that will perform tasks optimally so they can be successful. And if those tools and key areas of support (that most IFAs are crying out for) can be found under the same roof – it’s a game-changer. If you are a certified IFA that is looking to make that move – contact us, and see for yourself, what makes PCC unique.
“There are times when our most difficult work is to bring clarity and understanding to what can often be, complex issues. We avoid using financial jargon so our clients can make well-informed decisions whilst understanding the issues that are most important to their own specific circumstances. Sound advice is clearly important to us at PCC – but so is the delivery of information.” – Andy Oliver CEO
Get in touch with us at – email@example.com And if you would like to hear what our clients are saying about us, you can visit our Trust Pilot page https://www.trustpilot.com/review/pccwealth.com
If you would like to donate to The Bradley Lowery Foundation, PCC Wealth Management have set up a page with ‘Just Giving’ and can be found at the following link – https://www.justgiving.com/fundraising/pcc-wealth-management
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