Financial Planning for Medical Professionals

“How can I make sure I’m making the most out of my finances?”

Whether you are a newly qualified doctor or approaching retirement, it’s important to take the time to understand how you can protect and grow your finances resulting in the future you want.

We can help you

Understand the limits and benefits of Annual Allowance and Lifetime Allowance Planning
Create the future you want through Retirement Planning and Projections
Invest more through saving schemes or mutual funds with Private Pension Planning
Have a clear direction for your strategy with Personal Investment Advice (including our discretionary Investment Management Service) and Company Investment Advice
Look after your family with Family Protection (life insurance, critical illness cover, income protection)
Manage and maintain flexibility and control over your Estate/IHT Planning so you have peace of mind

Our approach

We offer a unique combination of award-winning independent financial planning advice, in-depth technical knowledge of the NHS Pension Scheme, and our expert medical accounting services to act as a complete personal finance and accounting service to medical professionals.

We understand the additional complexities faced in devising appropriate financial planning strategies. We have therefore developed a team of individuals across the UK that have experience in different areas of the NHS Pension Scheme, retirement planning, managing assets, and family protection as well as offering tailored advice catered to your personal situation.

Get in touch

If you would like to know how we can help create a plan to secure your future finances or would like to discuss elements of your NHS pension, please get in touch through the contact form below.

Enquire today

Articles of interest

The McCloud Judgement

In 2015, most public sector pension schemes, including the NHS Pension Scheme, experienced reforms. As a result, many members had to transition into new arrangements.

What the rise in CPI may mean for your NHS pension

11/11/2022. The Consumer Prices Index (CPI) figure for the 12 months prior to the end of September 2022 has risen to 10.1%. The September CPI figure is important because this is used to revalue NHS Pension Benefits.

Basis period reform: what GP partners need to know

29/09/2022. From April 2024, the way in which unincorporated businesses and self-employed individuals are taxed under self-assessment will change.

Medical accounting services

We offer a wide range of services and advise over 2600 medical professionals including GP Partners, GP Locums, NHS consultants, federations, primary care networks, allied healthcare professionals, dentists, and care homes. This includes our service to 350 GP practices and PCNs.

Digital health and wealth service for GP practices

Discover how you can alleviate financial pressures and get back to focusing on crucial practice needs and priorities using our bespoke digital health and wealth service.