Lifecare Private Clients offers investment and insurance guidance for individuals, families and businesses. With a focus on preserving and growing client assets, while avoiding the pitfalls present in the current environment. Insurance and financial questions can be complicated enough, without having to worry about the motivations behind the guidance you receive.
As an independent firm, we offer an unbiased perspective on the most complex of issues. Recognising that no two clients are alike, we take the time to listen and to understand your circumstances, goals and aspirations. This understanding serves as the basis in developing a bespoke integrated plan that addresses every facet of your wealth and protection needs.
Solutions developed together are stronger than those developed alone, so we work as a team to ensure our plan for your portfolio is solid from every angle. Our comprehensive approach is designed to create a plan that helps you achieve your near and long-term goals.
Not all providers were created equal. We partner closely with a trusted network of insurance providers, investment companies, legal and trust planners to provide you with complete solutions.
At Lifecare Private Clients, we provide the responsiveness and coordination that our clients require in a demanding world. Every client works with a dedicated support team with accountability and experience. Our specialists build long-term relationships with our clients as they seamlessly support their day-to-day needs.
As part of a client portfolio creation we will agree a level of service that you want. This will form part of our service commitment to you. We typically meet with clients to conduct a full face-to-face portfolio review twice a year to ensure all aspects of your portfolio are on track.
We will also be in regular contact via phone and email, along with meeting you as much as you need.
Once a service agreement has been established for wealth clients, a unique charging structure will be agreed, depending on how and what you as a client expect from us. This agreement is reviewed upon every major portfolio review. We hold ourselves to the highest ethical standards. Each member of the Private Clients team will continually exceed education standards with regular training and external examination.Let's Have A Conversation