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

Testimonials

What our clients say

I am always initially very wary of financial advisers and it normally takes about 3 months before they make me lose faith in their abilities. However, Allan has given me sound financial advice for over 14 years, and I trust him to help us manage our family’s finances and financial health.

T Adams

Doctor

Allan has advised me about mortgages, savings, ethical investments and pensions for over 20 years. I have benefited from some very good advice. With Allan you are treated as an individual rather than “a client”. Meetings are always cheerful occasions and there is no rush and no pressure. 

Allan understands doctors and the NHS. He is the person I call for sound and specialist advice.

K Lamden

Public Health Doctor

Allan has advised me since 2003 when I started house year. He has helped me with various financial issues such as income protection, ISAs, Stocks & Shares ISAs and mortgage.

He is a very competent and approachable chap who makes a potentially dry meeting far more interesting. He is no slouch when things need to be done speedily either : a must with our busy lifestyle.

Finally, it is a great help that he is so flexible in where meetings take place, working around me and my timetable.

D Machin

Consultant

I have known Allan for more than 20 years in his role as independent financial adviser. Throughout that time he has always been helpful, honest and approachable. Of particular comment, I have always found him to be an excellent communicator, always responding quickly and clearly to any queries I have had.

On the (many) occasions that I have struggled to understand the world of finance, he has always explained matters carefully and patiently.

Dr P Mullen

General Practitioner

I have known Allan for many years in a professional capacity. His knowledge and experience in financial services management is second to none.

He provides a professional efficient service and sound advice. I would have no hesitation in recommending him.

Paul Murphy

Legal Associate

I recommend Allan’s services to anyone in the medical field who needs sound advice and clear guidance.

Allan is a genuine, honest, and considerate man. He is always very flexible and helpful when it comes to meeting up, and offers advice via email – which he promptly attends to.

I have found his manner refreshing. He does not bombard you with dazzling ‘finance speak’ – he explains things in a very clear, understandable way, and no question is too daft! I have never felt under any pressure with regards to the financial decisions he is advising me on, and I completely trust his advice and judgement.

Allan was recommended to me by a friend, and I would have absolutely no reservation in recommending him to more friends. He is an all round lovely person, and has integrity. So if you have been put off seeking financial advice in the past, due to dubious motives or off-putting sales patter, then I would recommend you get in touch with Allan.

Dr A Patrick

General Practitioner

Allan Mather is an approachable and down to earth financial adviser. I trust him to sell me the best financial product for me (which I suspect is not always the most profitable product for him!).

He is polite, pleasant, punctual and a nice guy! I will continue to use his services.

Mr Dan Perry

MRCS (Eng)

I feel very lucky to have Allan as our financial adviser.  He is always on hand for sound advice and is able to tailor his services to clients as individuals.

I have recommended him to many of my friends and colleagues and they are as delighted as I am with his service.

Meetings happen as often as I need them as a client and are always an enjoyable, no pressure, event.  There is no hard sell with Allan, only great advice and honest opinions.

As a doctor within the NHS having an adviser who understands what I need is a big advantage, I have no hesitation in recommending him.

N Wilson

General Practitioner

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 Lyncombe Consultants Ltd 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 www.financial-ombudsman.org.uk

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