We have considerable experience in helping medical professionals with their financial planning, including advising on the NHS pension scheme.

Our tried and tested approach to working with medical professionals follows a structured path:

  1. Understanding Your Needs
    1. An exploratory meeting
  2. The Medical Management Plan
    1. Family Protection Strategy
    2. Debt Reduction Strategy
    3. Wealth Creation Strategy
    4. Tax Mitigation Strategy
  3. The Implementation Meeting
    1. Research-led solutions
  4. Client Service Relationship
    1. Bi-annual Review or
    2. Annual Review
    3. Our clients include:

      • Dentists;
      • Hospital Consultants
      • General Practitioners