Recruitment and promotions at Wealthcare

By 22nd January 2015 Wealthcare No Comments
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Bury-based financial advisory firm Wealthcare has recruited two staff and promoted two existing employees.

Bob Hodson (pictured second from right) has joined Bury-based Wealthcare as a paraplanner, which will see him work alongside advisers to research and recommend suitable investment, life cover & other products. He has moved from independent financial advisers Lighthouse Carrwood.

Kylie Flett (pictured right) has joined Wealthcare as a client service executive in its healthcare division, Harris Cainer Warner. She has moved from Pareto Financial Planning.

Meanwhile, Wealthcare has promoted Michelle Daggett (pictured second from left) to mortgage adviser and Jo Flynn (pictured left) to marketing executive and personal assistant to the company’s directors.

Wealthcare provides advice and planning on employee benefits, pensions, investments and mortgages. Its Harris Cainer Warner division provides advice and planning on private healthcare and cash plans.

A SAMPLE OF OUR PARTNERS…

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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
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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
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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
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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
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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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