We pride ourselves in our ability to deliver a high quality personal service to private individuals, trustees, companies and their employees. We work closely with our clients' professional accounting and legal advisers, particularly where a holistic approach to advice is required. Our team, with many years financial services experience, is enthusiastic, dedicated and approachable and our advice is both practical and clear-cut.
Our approach is simple. We aim to create strategies and structures which are both flexible and stable that enable our clients to protect their wealth and attain financial independence. Wealthcare provides business owners with bespoke corporate financial planning. We work in conjunction with your other advisers (such as accounting & legal) to benefit both you & your business.
Our approach is simple. We aim to create strategies and structures which are both flexible and stable that enable our clients to protect their wealth and attain financial independence. Wealthcare provides business owners with bespoke corporate financial planning. We work in conjunction with your other advisers (such as accounting & legal) to benefit both you & your business.
Services
All directors and advisers are fully qualified in their areas of expertise and are supported by a strong back-office team. All staff members are given regular in-house training sessions to keep them up-to-date with the fast moving and sometimes complex world of financial services. Our staff are also encouraged to undertake relevant professional qualifications and continually develop their skills.
We believe that Treating Customers Fairly is about delivering a fair outcome to our customers whilst offering a first class business service. Customers can be confident that they are dealing with a firm where the fair treatment of customers is central to our firm's culture. We consider our customers when promoting new services and products and ensure that it is relevant to them.
Our approach is simple. We aim to create strategies and structures which are both flexible and stable that enable our clients to protect their wealth and attain financial independence. This is designed for clients who require an ongoing retainer-based service to deal with particular current issues or financial needs.
Wealthcare provides business owners with bespoke corporate financial planning in addition to looking after their personal financial affairs. We work in conjunction with other professional advisers that assist you in your business, including your accounting and legal advisers. Wealthcare's Corporate Client service includes providing advice in the following areas (click area of interest):.
As a leading independent intermediary, we offer a wide range of products tailored to achieve the most suitable cover, with the most appropriate benefits at a competitive cost. We specialise in Private Medical Insurance including Cash Plans, Dental Insurance and Occupational Health and handle the healthcare arrangements for many small, medium and major organisations throughout the UK and overseas.
Reviews
Be the first to review Wealthcare.
Write a Review
