Wealthcare A5 brochure v4 digi

Wealthcare

INDEPENDENT FINANCIAL ADVICE

Offering You a Fresh
Financial Perspective

What will make a significant difference to how you
manage your wealth and add value to your financial
future?
Our specialist, forward-thinking independent financial
advice provides a superior level of professional
support and insight. It draws on expert knowledge
and offers you a fresh perspective on your finances
and your financial planning.
We focus on your specific needs, delivering a truly
bespoke service. We consult, plan, implement and
support your entire financial journey, bringing clarity
and expertise, and giving you peace of mind.

Personal Financial Planning

Planning your financial future is a disciplined process. Today, more than ever, it requires an in-depth
understanding of the economy, legislation and regulation. We offer all of this as part of our service.

We believe successful financial planning enables you to take control of your finances. One of
the most important things we do for our clients is listen. Only by getting to know you, your
ambitions and your concerns, can we truly help you to achieve the things you want from life.

Perhaps you want to set aside money for your child’s education or pay for a wedding. You might
want to start a business, take that round-the world trip or maybe you simply want to grow and
protect your wealth and ensure a healthy income for retirement.

An independent financial adviser will look at your short, medium and long-term goals and work
with you to help you reach them. You may even find you have financial needs you’ve not yet
considered. An adviser’s professional experience can help address them for you.

Making Your Business Work For You

Corporate financial planning comes with its own challenges and can require managing and
focusing on several key areas at the same time.

For us, the principle is the same as with our individual clients: we listen to you, we gain the
necessary insight, and we support your business in developing a financial planning strategy that
will safeguard its future and give it room to grow.

We know that we can help you by putting the right framework in place that will protect your
business, keep you compliant, and leave you free to concentrate on your core objectives.

Along with expert support in areas such as healthcare, pensions, key person cover and
succession planning, we can also look at your corporate investment, helping your business to
thrive.

Our Depth of Knowledge • We help you to plan for some of the
unexpected things life might throw at you.
We combine depth of knowledge with a
capacity to provide highly personalised and • We help reduce the burden on you when it
tailored advice. comes to managing money.

• We show you exactly how much you need Acting for you, we can source the best
to save or invest and tell you how fast your financial solutions suited to how you want
investments need to grow. to live your life: investments, pensions, life
insurance, healthcare or other areas we
• We identify what type of insurance you may specialise in.
need to protect the lifestyle you want.

The True Value of Independent Financial Advice

Deciding to pay for financial advice can feel like a giant step into the unknown. After all, there
are plenty of financial products available online. But are you confident that when you’re making
decisions about your financial future that you’ll have the full picture?

Seeking professional advice is a form of investment in itself, with long-term, lasting benefits
which significantly outweigh the costs.

We take the time to listen to you carefully, we look at the full picture, and we follow a
comprehensive financial planning process to ensure we always provide the best advice. We
commit to building strong relationships based on trust, so that we can be certain of looking after
you in the long term.

We’ll communicate with you regularly and clearly, putting all the information we provide into
context and clarifying what it means for your plan.

We’ll be transparent about our pricing and any actions we take on your behalf.

We’ll provide direct access to ongoing support and guidance; we’re always available should you
have any concerns or queries.

About Us The Next Step

We are a well-established firm of First, come and talk to us. To arrange your
independent advisers, that provides introductory meeting, please contact us via:
consultancy, advice, management and
administration of your personal and corporate 0161 348 7100
financial planning affairs.
[email protected]
From our Bury office, our experienced and
highly qualified independent financial advisers Alternatively, please visit our website and fill
and consultants work alongside a dedicated in our online contact form.
and professional team of support staff,
ensuring that we deliver the best possible www.wealthcare.co.uk
advice and solutions to you at all times.
Please ask for a copy of our Client Agreement
Our strength is our expertise, the long-term for details of our fees and full range of services.
relationships we build, and a genuine concern
for your financial well-being. We look forward to working with
you, to help you build a secure and
prosperous future.

Wealthcare is directly authorised
and regulated by the Financial
Conduct Authority (FCA),
Ref No. 207647.

The value of your investment can
go down as well as up. You may get
back less than the amount invested.

Wealthcare Limited
4 Castlecroft Court
Castlecroft Road
Bury
BL9 0LN

Telephone: 0161 348 7100
Email: [email protected]
www.wealthcare.co.uk