The Wealth Care Partnership Limited

13/03/2023

This event is for friends and family of our residents, and anyone from our local community that feels they would benefit. It is a free talk and we will be providing refreshments.

31/10/2022

Well what a fantastic first week of opening our Marketing Suite we have taken our first reservations and we welcomed some great business partners who are keen to work with us and our residents moving forward. We welcomed Harnham Physiotherapy, Salisbury Meditation and Sound Therapy and The Wealth Care Partnership who specialize in later living financial planning. We are all very excited for the future and looking forward to welcoming our first residents in December.

16/06/2020

We are very pleased to announce that we have been shortlisted as finalists in two categories for the 2020 Investment Life & Pensions Moneyfacts Awards.

We have been shortlisted for Protection Adviser of the Year and Investment Adviser of the Year – sponsored by Octopus Investments

To view all finalists and the categories please see the link below:

https://lnkd.in/dcng7NE

We would like to wish all finalists the best of luck!

02/06/2020

If you, your family or someone you know has been financially affected by the pandemic then speaking to a certified financial planner can give you some peace of mind. We offer financial advice and can provide options for - investment strategies, pension planning, equity release, wealth management and inheritance tax liability. We also specialise in care fees planning and can help you along the journey of fund care home fees.

If you would like to speak to one of our advisers and go through your unique circumstances then please give us a call on 01425 653263 or visit our website for some further information -

The Wealth Care Partnership an Award-winning firm of Chartered Financial Planners. Specialising in care fees advice, investment planning and Inheritance tax

21/04/2020

If you have been financially effected due to the pandemic whether that be with current investment strategies, paying for care home costs or you just need advice in regards to your general wealth management then please do get in touch.
Our advisers will be more than happy to discuss you position with you and offer advise best suited to your own circumstances.

14/04/2020

As the days/weeks go on and the pandemic continues more and more of us will be worrying about our finances and how we will get through this and come out the other end in a positive position.

The support and advice we can provide you with during these times can help you plan ahead and manage your worries as well as your finances.

Investment Strategies, Equity Release, Pension Planning, Inheritance Tax Solutions and another very valuable service that we can provide advice with regards to is Care Fees and Long Term Care Fee Planning.

Please get in touch with one of our advisers if you have any questions you would like to run past us.
You can email us at [email protected] or call us on 01425 653263 or visit our website https://thewealthcarepartnership.co.uk/ for further information.

The Wealth Care Partnership an Award-winning firm of Chartered Financial Planners. Specialising in care fees advice, investment planning and Inheritance tax

30/03/2020

Get in touch if you need some advice!

It is a very uncertain time for all us however if you require some financial advice for yourself or are acting as a Power of Attorney for someone else then please do get in touch with us.

You may have investments that are not performing as you would like due to the current market situation - our specialist advisers can look at your investments and help you make informative decisions. They have full market access and will give you the support you need to find the best solutions for you.

You may be considering equity release to help manage your finances over the coming months - our Equity Release Specialist will be more than happy to assist providing you with clear and concise guidance on what is best for you and your unique circumstances.

If you are a loved one are entering in to a care home and are deemed a self-funder then obtaining advice with regards to funding the costs of care is crucial. Our Care Fees Specialist can discuss your options with you before you make any hasty decisions such as selling a property etc.

Seeking reliable and trustworthy financial advice can help ease worries at any uncertain time in your life.

27/03/2020

During these uncertain and difficult times we will all be worrying about our finances - whether that be our pension pots, existing investments, equity release, paying for care fees or wealth management in general.

If you need advice on how to best manage your finances or require some help with your planning then please get in touch with one of our advisers.

You can email us at [email protected] or visit out website https://thewealthcarepartnership.co.uk/ for further information.

The Wealth Care Partnership an Award-winning firm of Chartered Financial Planners. Specialising in care fees advice, investment planning and Inheritance tax

20/03/2020

It is a very uncertain time for all us however if you require some financial advice for yourself or are acting as a Power of Attorney for someone else then please do get in touch with us.

You may have investments that are not performing as you would like due to the current market situation - our specialist advisers can look at your investments and help you make informative decisions. They have full market access and will give you the support you need to find the best solutions for you.

You may be considering equity release to help manage your finances over the coming months - our Equity Release Specialist will be more than happy to assist providing you with clear and concise guidance on what is best for you and your unique circumstances.

If you are a loved one are entering in to a care home and are deemed a self-funder then obtaining advice with regards to funding the costs of care is crucial. Our Care Fees Specialist can discuss your options with you before you make any hasty decisions such as selling a property etc.

Seeking reliable and trustworthy financial advice can help ease worries at any uncertain time in your life.

20/03/2020

We all have financial goals......
To reach your financial goals don't just wish for them.
Do something about it.
Speak to a Financial Planner to find out what you can do to reach them!

17/03/2020

As you will have seen, the situation over the spread of the coronavirus in the UK is rapidly changing, almost on a daily basis. The Wealth care Partnership’s priority at this time is to help safeguard the health and safety of our clients, contacts and staff, whilst also ensuring that we can continue to provide you with the best possible client service.

With this is mind, we have introduced the following key measures within the business to support this including:

- Remote working
Whilst our offices will continue to remain open, we have adapted our working policy and developed our remote working capabilities to the point where all individuals are able to work remotely from home. Please be assured that we have the technology to enable us to continue our service to all of our clients uninterrupted whilst meeting our public health responsibilities.

- Face-to-face meetings & events
While our advisers and relationship adviser are available for face-to-face meetings where requested and needed, however, if these are not absolutely critical, we are advising staff to minimise meetings in agreement with our clients. Our advisers will still be available by phone, email, and video conferencing facilities, so we do not anticipate that this measure will impact ‘business as usual’.

We will continue to monitor the ongoing situation, and the government and Public Health England’s guidance. I am aware that most of the fund managers have been in direct contact, but If you have any specific concerns about your financial affairs, please contact us. We can also provide information on the ways we can communicate with you remotely.

I am sure you will appreciate that there may be adjustments needed as we all settle into what may be the new ‘normal’ for the next few months – but within that, The Wealth Care Partnership will be operating on a ‘business as usual’ basis, keeping our service to our clients going in an appropriately adapted way. As the situation progresses, we will provide updates on our website