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