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