“Our mission is to significantly improve the quality of your financial life by focusing on your values,
concerns and goals and then building you a financial plan that gives you the highest potential of
achieving those goals.  Our focus is to offer a combination of expertise and exceptional service
to our clients and our professional business partners.”

We believe that Treating Customers Fairly is about delivering a fair outcome to our customers whilst offering a first class business service. It is embedded in the culture of our firm and our customers can be assured of this as:

  • We are open about the way we carry out our business and how we are remunerated.
  • We welcome customer feedback on a regular basis.
  • We encourage all our staff to continue with their professional development.
  • Our business is our customers, we never forget that.

We look at all areas of our business on a regular basis to ensure that:

  1. Customers can be confident that they are dealing with a firm where the fair treatment of customers is central to our firm’s culture.
  2. We consider our customers when promoting new services and products and ensure that it is relevant to them.
  3. Our customers are provided with clear information and we keep them informed before, during, and after the point of sale.
  4. Where advice is provided, we take time to understand our customers’ situation and ensure that our advice is suitable and appropriate.
  5. We meet our customer’s expectations, providing them with a level of service and product(s) that is of / are of an acceptable standard.
  6. We will ensure that our customers can switch providers, change products, surrender policies and make any complaints without any undue barriers.




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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