Wealthcare offers flexible fee arrangements depending on particular requirements.
We believe that this approach provides the basis for long-term client relationships. After an initial exploratory consultation, carried out at our expense, one of the following types of fee schedule will be agreed with you:
We can quote a fixed charge for the work to be carried out to your instructions. Our charges are fee based. Where non-investment related advice is provided the fee may be waived or reduced in lieu of commissions received.
For longer term projects requiring continuous liaison between you and Wealthcare we can agree an initial fee plus an ongoing monthly retainer, based on the expected work for the year ahead.
Investment Services for Individuals
Typically, advice fees are dependent upon the level of investment. We will tell you if you have to pay VAT. A further description of these costs are available by contacting us.
Prior to agreeing a particular ongoing service level, we discuss your requirements and ensure the service level selected is right for your circumstances.
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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