Building a brighter financial future, one relationship at a time.
Wealthcare is a modern and forward-thinking financial advisory business, established in 2001. Our unique selling point is our ability to operate a multi-disciplinary practice offering specialist advice, which has been achieved through referrals from our existing clients and professional partners. From our Bury office, our experienced and highly qualified independent financial advisers work alongside a dedicated and professional team of support staff, ensuring that we deliver the best possible advice and solutions to you at all times. Our strength lies in our expertise, the long-term relationships we build, and a genuine concern for your financial well-being.
Personal Advice for Individuals - Wealthcare's Personal Client Service
Financial planning can be an inspiring process that brings certainty and peace of mind. At Wealthcare, we believe that listening is one of the most important things we do for our clients. By getting to know you, your ambitions, and your concerns, we can truly help you to achieve the things you want from life. Our team takes a holistic approach to financial planning, aligning your financial goals and future plans to provide clear summaries and proactive solutions that will be effective now and far into the future. We understand that financial work is never complete, and we are committed to reviewing and revisiting your financial objectives on a regular basis. This ensures your investments and policies continue to work in your best interest aligned with your financial goals and long-term vision.
Business Advice for Companies - Wealthcare's Business Client Service
Corporate financial planning can require managing and focusing on several key areas at the same time. At Wealthcare, we listen to you, gain the necessary insight, and support your business in developing a financial planning strategy that will safeguard its future and give it room to grow. We specialise in offering a complete service, from securing business protection to managing company pension schemes. We take the burden away from you, allowing you to get on with running your business. What sets us apart is our commitment to continually review plans and schemes to ensure our clients are receiving the most appropriate service or cover.
At Wealthcare, we pride ourselves on our service, advice process, and team. We have high service standards and have gained several accreditations from industry bodies, ensuring we maintain high-quality advice and service at all times. Our clients are at the center of everything we do, and we are proud of the long-term relationships we build with them.
