Duo’s arrival strengthens Wealthcare team…

By 21st July 2015 Wealthcare No Comments
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Financial advisory firm Wealthcare has boosted its team with a new practice manager and a client service executive.

Denise Adam and Gwen Robertson each have more than 20 years’ experience in the financial services sector and live in Bolton.

Denise (pictured on the left) has joined Bury-based Wealthcare as its practice manager. Her role sees her managing client relationships, working closely with the firm’s compliance officer, providing executive PA support to joint managing directors Stephen Cainer and Richard Harris, and developing marketing plans for the company.

Gwen’s (pictured on the right) role involves working for individual clients and providing support to Wealthcare’s client services manager Rachael Hartwell.

Stephen said: “Denise and Gwen are great additions to our team. Both have vast experience of working in the financial services sector and their expertise will be invaluable as we continue to roll out our expansion plans.

“We expect to recruit further across other areas of the business in the coming months, in line with growing demand for our services.”

 

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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