The Wealth Care Partnership

The Wealth Care Partnership Limited is an Award-Winning firm of Chartered Financial Planners based in the South and South West of England. In 2017, we are celebrating 10 years of helping people. Our specialisms are:- Protecting wealth from the ravages of Inheritance Tax Generating tax efficient income throughout retirement Strategic financial planning leading up to retirement and beyond Advice on all aspects of care fees funding Investment strategies including Discretionary Portfolio Management Our experience and knowledge in helping older and vulnerable people is second to none and we have been recognised in this area of advice over the years with many Awards. We also have a service for Solicitors who are acting as Lasting and Enduring Powers of Attorney, Court Appointed Deputies and/or Trustees, providing holistic financial advice which dove tails with their legal work. Our fixed fee service is fair and transparent from the very beginning and for those who need advice on long term care, our Client Relationship Manager happily supports and guides people through their care journey, having vast experience in care provision. Our main goal is to give holistic financial advice that our clients and their families will be happy with for many years to come. It's important to have an ongoing relationship to guide and advise our clients through the different stages of their lives. This gives peace of mind and security for our clients, with the knowledge we are there for them. If you, your loved ones or a client of yours would like to find out if we can help, please call us on 01425 653263 and ask for Jennifer Lyddiatt, our Client Relationship Manager.