Member Article

Bury-based Wealthcare invests £300k to double in size

Bury-based financial advisory firm Wealthcare aims to double in size after moving to bigger headquarters.

Wealthcare has invested £300k in the move to a three-storey building in Bury town centre.

The figure includes a refurbishment of the building and an upgrade to the company’s IT infrastructure.

Wealthcare currently has 15 staff and £70 million of funds under management.

Its nationwide client base comprises individuals, trustees, companies and their employees.

Wealthcare’s new base at Castlecroft Court, Castlecroft Road, is more than double the size of its former HQ at a business park on the outskirts of Bury.

The firm’s team of independent financial advisers provide advice and planning to corporate and private clients on employee benefits, pensions, investments and mortgages.

Wealthcare also provides advice and planning on private healthcare and cash plans through its Harris Cainer Warner division.

Founder and joint managing director Richard Harris said: “The move to larger premises became necessary due to continued expansion of the business.

“The additional space means we will be able to accommodate more independent financial advisers and administrative staff as we look to grow further.

“We are looking to double in size over the next two to three years, in terms of both our workforce and our funds under management.”

Joint MD, Mr Cainer said: “The investment in our new offices and our ambitious plans demonstrate our commitment to position Wealthcare as a major player in the financial services sector across the north west and beyond.

“The move enables us to enhance our client-focused service, and to provide a better working environment for our staff.

“We look forward to the future with confidence.”

This was posted in Bdaily's Members' News section by Sophia Taha .