Medical Wealthcare Ltd

Growing, Protecting And Securing Your Future


ISAs, Unit Trusts, Investment Trusts, Investment Bonds


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


First Time Buyers, Homemovers, Remortgages, Buy To Let

Retirement Planning

NHS Pension Scheme, Personal Pensions, SIPPS, Flexible Drawdown


We are pleased to offer a variety of seminars on a range of financial topics to audiences large and small.

All seminars are free of charge and we can provide refreshments if required.

There is no such thing as a “typical seminar” as we will always tailor the content and duration to your specific requirements.

Please contact us on 0151 222 1010 or in order to discuss how we can help.

Some comments from delegates at past events :

“Very good. Sounded like an impartial advisor! Entertaining. Informative.”

“Very professional and useful session.”

“Very useful session, good introduction to an aspect not yet properly covered.”

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

0151 222 1010

What We Do

Helping our Clients with




Retirement Planning

Our Numbers

Let the Numbers Speak for Us and Our Clients

We have

Years Experience

worked with over


Working with
clients in

NHS Establishments

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Request A Call Back

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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: 44a Liverpool Road, Lydiate, Liverpool L31 2LZ.

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

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Medical Wealthcare Ltd