Medical Wealthcare Ltd

Growing, Protecting And Securing Your Future

Investments

ISAs, Unit Trusts, Investment Trusts, Investment Bonds

Protection

Life Cover, Critical Illness, Income Protection, Inheritance Tax Planning

Mortgages

First Time Buyers, Homemovers, Remortgages, Buy To Let

Retirement Planning

NHS Pension Scheme, Personal Pensions, SIPPS, Flexible Drawdown

About Us

Medical Wealthcare Limited was founded by director, Allan Mather.

Allan has over 30 years experience in financial services and has been an Independent Financial Adviser (IFA) since 1991, specialising in providing high quality financial planning advice to doctors, dentists, NHS staff and all non-medical professionals.

Prior to creating Medical Wealthcare Allan was employed by BMA Services and Medical Insurance Agency in both advisory and management roles.

He is qualified to Advanced Financial Planning Certificate level and ensures that his knowledge remains at a high level by following a thorough CPD programme and undergoing regular, independent assessment. Therefore you are guaranteed to receive quality, up to date advice at all times.  Allan is a member of both the Chartered Insurance Institute and Personal Finance Society.

He likes his football red, like his wine, and although the football and rugby boots have finally been discarded he is a regular at his local gym and is a keen supporter of a number of medical charities, raising several thousand pounds over the years through sponsored sporting events.

To arrange a free, no obligation initial consultation please contact us on:

0151 222 1010

What We Do

Helping our Clients with

Investments

Protection

Mortgages

Retirement Planning

Our Numbers

Let the Numbers Speak for Us and Our Clients

We have
over

Years Experience

Successfully
worked with over

Clients

Working with
clients in

NHS Establishments

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Medical Wealthcare Limited is an Appointed Representative of Medical Wealthcare Planning Limited which is authorised and regulated by The Financial Conduct Authority.

Registered Office: Trident House, 105 Derby Road, Liverpool, England, L20 8LZ.

Company Registered No: 6371008

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

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Medical Wealthcare Ltd

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