Our team of experienced and fully qualified advisers ideally positions us to service clients of all sizes, from all sectors.

RICHARD HARRIS
Joint Managing Director
Richard has 30 years financial services experience advising individuals, companies and trustees. He heads our Wealth Management Team and enjoys the challenge of the constantly changing world of finance and pro-actively seeks opportunities that may benefit Wealthcare’s clients. Also, the firm’s compliance officer, he ensures that all staff provide a professional and personal service to all clients no matter what their circumstances and needs are.

STEPHEN CAINER
Joint Managing Director
Stephen is an independent financial adviser and has over 30 years experience in the financial services sector. He specialises in providing advice to business owners and directors as well as charities, especially in the employee benefits arena. As both a business owner and having past experience as an Executive Member of a Manchester based Charity, this provides him with first-hand knowledge to be able to support and guide clients.

MARTIN SIMONS
Associate Director
Martin advises private clients on their protection and investment requirements. In addition, Martin specialises in equity release and in all areas of individual and commercial mortgage lending whether you are looking to get your feet on the bottom rung of the housing ladder or require high levels of business funding. Martin also advises land owners and property developers with regards to funding options and the various funding structures and joint ventures available to them including accessing equity partners if required.

DENISE ADAM
Operations Director
Dee joined Wealthcare in 2015 as Practice Manager, with over 25 years experience in both the public sector, for the Department for Work and Pensions, and the financial services sector, working with financial advisory firms. She progressed to the role of Operations Director in 2019 and is intrinsically involved in the day to day operations of Wealthcare, including office management, systems and processes, premises, health and safety, compliance and HR.
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