Welcome
The Professional Connection is a Plymouth based firm of Independent Financial Advisers which was established in 1995 whose advisers have over one hundred years of experience between them. We primarily specialise in wealth creation for our clients, along with retirement planning and inheritance tax mitigation.
Our name is derived from the fact that we have a long tradition of working very closely with solicitors, accountants and other professional intermediaries to ensure our clients receive the most appropriate advice. We believe we are at the forefront of investment advice as we have utilised WRAP portfolio investment solutions for nearly five years, whereas most of our competitors have not yet embraced this transparent and low charged way of investing clients hard earned money.
Most of our business is done through personal recommendation from our clients or solicitors and accountants, a fact which makes us very proud. If you are looking for unbiased, independent and professional advice for yourself, your family or your company we will have a specialist adviser to meet your needs.
We hope you will find this site clear and easy to use, please use the links (above) to see the areas that we can help you with.
- news and comment
find out more in our financial newsletter
-
Trustnet
create a watchlist, valuations and alerts for your investments