It is important to understand why you are saving and how this will impact in later life. Do you have a particular objective – to pay off a mortgage, retire at a certain age, or fund a child’s education or wedding? We can help you by:

  • Taking the current value of your investments, applying a set of agreed assumptions about investment growth, tax rates and key life events
  • Help plan for your future through a cash flow model, which can be discounted to give a better understanding of the true present values

Whilst this can only ever be an estimate of the likely outcome, by regularly reviewing your current situation, changes to the model can be made, to more accurately assess what you need to save, the required investment return required to achieve your target, or the level of on-going income that can be achieved and whether this is sustainable for the rest of your life.

For more information about how we can help, please view our video:




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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