Advice for Individuals – Private Client Service

Our approach is simple. We aim to create strategies and structures which are both flexible and stable that enable our clients to protect their wealth and attain financial independence.

Wealthcare’s Private Client Service includes:

Where we agree an ongoing service with you it will follow one of the following formats:

Proposition 1: Individual Service

This is designed for clients who require an ongoing retainer-based service to deal with particular current issues or financial needs.  This service is generally suited to those clients who have uncomplicated affairs.  Some examples include savings plans & low level investments.

Our Individual Service is available for clients who do not require proactive ongoing advice. We will continue to deal with the administration of your file and should you contact us to request any further information we will do our best to assist you.  Access to our professional client support team is included within this service.

Proposition 2: Intelligent Service

This is designed for clients requiring a proactive ongoing review service.  It guarantees priority access to the adviser, with the offer of a face-to-face annual review. Ideally, this service is suited to clients with investments of at least £50,000. However, we recognise that this service is also attractive to other clients depending on their needs.

This service includes access to Wealthcare’s professional client support team as well as telephone and e-mail access to our advisers.

Proposition 3: Independent Service

This service guarantees priority access to the adviser in conjunction with a bespoke service and provides clients with unlimited access to their financial adviser.  The offer of the bi-annual review process can incorporate cashflow modelling (where required) and makes specific recommendations around utilising a client’s Income and Capital Gains Tax allowances.  In addition to full access to our professional support team the client is offered face-to-face meetings with their adviser.

Liaising with a client’s accountant and solicitor, as and when required, are integral to our IndependentService.  This service level is suited to clients with assets under management in excess of £150,000, although other clients may feel this level of service is required depending on their needs.

HAVE A QUESTION?

SPEAK TO A MEMBER OF OUR FRIENDLY TEAM TODAY ON: 0161 348 7100

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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