An ‘all round’ service for our clients
Our expertise spans all areas of financial planning, including pensions, protection, investments and investment management. Experience shows that clients often receive the best possible service when their professional advisers work closely together. This has led to like-minded professional firms of accountants and solicitors, trustees and deputies understanding the benefits this brings which has enabled us to develop long lasting relationships.
Our desire is to give clients a fully integrated solution to their financial and legal requirements both now and into the future which is why we regularly refer and introduce clients to selected and skilled practitioners in other disciplines. This, together with our Treating Customers Fairly policy means we are committed to providing the highest level of client care.
Specific areas where we have supported our professional connections and achieved a quantifiable benefit for their clients include:
- Pension sharing upon divorce
- Advice to the elderly
- Portfolio management services for Trustees/Deputies
- IHT/Estate planning solutions
Additional services available via our strategic partnerships include:
- Tax compliance
- Executorships and the administration of estates
- Trust taxation and accounts
- International tax
- Tax investigations
- Trustees & Court of Protection Solutions
- Lasting Power of Attorney (LPA)
HAVE A QUESTION?
SPEAK TO A MEMBER OF OUR FRIENDLY TEAM TODAY ON: 0161 348 7100
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