Wealth Care

Wealth Care is our commitment to offering excellent financial planning and investment advice along with regular reviews of your financial circumstances, and monitoring of your recommended solutions, helping you take control now and plan for the future - no matter what life throws at you.

  • Peace of mind

    that your financial planning is in safe hands.

  • Clarity & Guidance

    in understanding complex investment and retirement options.

  • Insight

    into economic conditions, global opportunities and risks.

  • Satisfaction

    from having received comprehensive advice on tailored solutions to financially protect and provide for your loved ones.

  • Consistency

    by means of structured reviews and regular monitoring to keep your plans on track.

Stages of our Financial Review

  • Fact Find

    Initially, we will meet to see how we can work together. We’ll discuss your current needs & financial planning objectives and get to know you.

  • Suitability Report

    Next, we will present our recommendations. A Suitability Report will reflect our considerations on your financial requirements. We discuss these and give you time to consider our recommendations.

  • Implementing the Plan

    Once agreed, we will implement the recommendations. This includes liaising with the relevant product providers, including pension trustees, investment managers and insurance companies.

  • Regular reviews

    We offer the opportunity to review your financial planning needs every year, and ensure we see our clients every 3 years to assess and consider the ongoing suitability of the arrangements you have in place.