Are you a Doctor – GP or Consultant?

We have worked closely for many years with Medical professionals like you. It is likely you are reading this as a result of a recommendation from a colleague.

The complex nature of the NHS pension and the ability to have private income means you need a fee based financial planner and independent adviser who understands the nature of your existing financial affairs and how best to leverage both types of income to ensure you pay less tax and develop a suitable range of financial plans.

Because of the highly technical nature of your work and the hours you put in, you probably do not have time to devote to ensuring financial affairs are properly managed. As such over the years you have probably built a portfolio of financial products and investments many of which may no longer be suitable for you. You are also likely to be paying more tax than you need to.

Over the years we have found that a full review of your financial products, investments and tax planning is likely to produce great value for you. Paying a fee for your advice (thus ensuring no commission bias) with a full money back guarantee if you are not satisfied delivers a high value proposition.

To understand more please look at “How we work with you” and “How we are paid”

If you have any questions please call or email us – we will be delighted to talk to you