Why Minerva WealthCare Consultancy?

The way we work is to find out about your concerns, goals and aspirations. We don’t just gather basic facts but take the time to listen and encourage you to tell us more about all your worries.

You see, we believe having the finance available when you need it, will enable you to have more choice when you come to pay for personal needs.

We can then look to construct your Game Plan with your priorities in mind, to give you that choice.

In the popular game of Scrabble, it’s like positioning your word in high scoring places on the board (on the ‘triple word score’ or you can also plan ahead by saving the letter ‘S’ to join up two words and therefore achieve a bigger score!).

The people who generally consult us and become our clients are those who:

• Have little time to devote to their financial planning
• Really appreciate that wealth building and preservation is important for their future
• Want to rely on people and systems that make it easier

Minerva WealthCare Consultancy Limited has grown by providing robust financial planning to serious investors; particularly medical professionals with whom we have been working since 1992. Our general focus is to help people who have (investable) assets in excess of £100,000 and are earning £75,000 plus per annum. We will, however, happily discuss and help people who are serious about their finances but have less than these amounts. 

Qualified & experienced teamwork

We naturally become part of your team to set a Game Plan. You are able to review, modify and monitor this, so that in time you should see an increase in your measurable wealth.

We use cutting edge research tools, provided by:

• True Potential
• Avelo Trigold
• Assureweb
• AdviserAsset
• O&M Systems
• FE Analytics

Our knowledge is kept up to date with continuing professional development (CPD) and research; extensive reading and attending technical seminars/workshops to make considered recommendations.

We select suitable financial products for your individual Game Plan – should you need them. We don’t believe in the ’hard sell’ of financial products but give you time and space to explore what is important to you.