Adviser firm aims to double in size with £300k office move
A Bury based financial advisory firm has invested £300,000 in a move to bigger headquarters as it looks to double its staff numbers.
Wealthcare has moved to a three-storey building in Bury town centre as it aims to significantly expand.
The £300,000 spend includes a refurbishment of the building and an upgrade to the company's IT infrastructure.
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.
Wealthcare currently has 15 staff and £70m of funds under management. Its nationwide client base comprises individuals, trustees, companies and their employees.
{desktop}{/desktop}{mobile}{/mobile}
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."
The firm's team of 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.
Mr Harris, who founded Wealthcare in 2003 and leads the business with joint MD Stephen Cainer, said the move to a more central location in Bury enables the firm to offer an improved service, as it is now more accessible to clients and professional contacts, including accountants and solicitors.
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."
Get FREE daily news summaries direct to your inbox. Sign up on the homepage now.
Follow us on Twitter and get frequent news alerts @FPM_online.
Or follow Editor Kevin O'Donnell - @FPM_Kevin or staff writer James Nadal - @FPM_James.
For the latest Sipp, SSAS and retirement news visit our sister news site www.sippsprofessional.co.uk and on Twitter @SippsPro.