Wealthcare can advise trustees on a number of income and capital growth opportunities which meet the aims and objectives of an individual trust, whether there is a need to generate income, capital growth, or indeed a mixture of the two.

If you are a solicitor and work in the area of Court of Protection then our investment solutions will assist with your legal obligations both now and into the future via our ongoing retainer based service. At a review, attitude to risk is reassessed, investment goals are reviewed and any changes implemented enabling you to concentrate on the rest of your responsibilities.

How can Wealthcare help?

Please contact us to discuss how one of the most sophisticated investment solutions can assist you in your duty of care. We will also provide you with 24/7 online access to the investment portfolio together with full cash transactions available to aid your ongoing reporting requirements.

To find our more about these services, click Lasting Powers of Attorney and Court of Protection.

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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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