Bury-based IFA looks to double staff and assets

By 3rd December 2014 Wealthcare No Comments

Financial advisory firm Wealthcare is aiming to double in size after moving its headquarters to a larger office.

The firm invested £300,000 in a three-storey building in Bury town centre, refurbishing the office and upgrading the IT infrastructure.Wealthcare currently has 15 staff and £70m of funds under management, with a nationwide client base comprising individuals, trustees, companies and their employees.

Richard Harris, founder and joint managing director, said that the move to larger premises became necessary due to continued expansion of the business.

“The additional space means we will be able to accommodate more independent financial advisers and administrative staff as we look to grow further.

“We are looking to double in size over the next two to three years, in terms of both our workforce and our funds under management.”

Mr Harris founded the firm in 2003 and leads the business with joint managing director Stephen Cainer.

Along with corporate and private client advice employee benefits, pensions, investments and mortgages, Wealthcare also provides planning on private healthcare through its Harris Cainer Warner division.

A SAMPLE OF OUR PARTNERS…

My wife and I are now both retired and have relied on Wealthcare for guidance and advice on pensions, our investments and on a wide range of financial issues. We have never been failed and the advice has always been prompt, reliable, professional and, equally as important, explained in non financial jargon thereby making understanding so much simpler.

Mr & Mrs Franks - Individual Clients

Both myself and my business partner Andrew have used Wealthcare for a number of years now and cannot recommend them highly enough. They've arranged plans which protect us in several areas including life insurance, critical injury and key man cover, Stephen also organised for a shareholders' agreement to be put in place for extra peace of mind.

Sizzle Creative Agency Limited

It wasn’t hard to choose Wealthcare from the list of brokers eager to win our business. From the very start, they sought to understand our company’s particular needs and (importantly) how I choose to work. They listen and deliver. Available to discuss any query, they are friendly, easy to communicate with, responsive, and always looking to go the extra mile to meet our expectations. How could I do anything other than heartily recommend this excellent organisation.

Timpson Limited

The Healthcare team have been a pleasure to deal with as they have made the process of sorting out and managing our PMI straightforward and simple. The Claims and Admin staff are very knowledgeable and will always go the extra mile.

Hodgsons Chartered Accountants

Both Michelle and Rachael have been fantastic. Thank you from the bottom of my heart. I will always recommend you and your company, you have been nothing but supportive, professional, diligent and great fun.

David Smith, Smith and Jones Management

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