The area of corporate investment can present many challenges for a business. We ask our clients to initially consider the following questions as a means of helping them focus on and potentially recognise, where improvements could be made:

  • Do your company’s deposits work hard enough for your business?
  • Do you receive bespoke investment advice and reporting that matches your requirements or do you have to fit into your Bank’s processes and preferences?

Our experts can advise on and facilitate investment vehicles to ensure that companies optimise their returns within their risk parameters. These will be bespoke solutions and we work closely with our clients to devise the investment strategy, monitoring protocols and reporting frequency and methods.

HAVE A QUESTION?

SPEAK TO A MEMBER OF OUR FRIENDLY TEAM TODAY ON: 0161 348 7100

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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