Wealth Planning for Doctors and Medical Professionals

Extensive experience in the medical sector

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Steve Benjamin

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Andy Bolden

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Julie Wagstaff

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Simon Williams

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Professionals working within the medical sector can have a broad range of complex requirements when it comes to wealth planning. Our advisers have extensive experience in this field, building an understanding of each individuals needs in order to build a bespoke solution that fits your ambitions.

We have helped a broad spectrum of medical clients plan for their financial goals, including:

We are able to draw on our vast experience of the medical sector to help you:

  • Build a diverse savings and investment portfolio centred on your needs. Our wealth management experts work in partnership with you to understand your requirements and ambitions to deliver you a tailored solution
  • Understand your NHS pension scheme so you can plan for your future in the most effective way
  • If you are working outside of the NHS we can help you understand the different options pension options available to you, finding the right arrangement for your needs
  • Protect your income so if you were to be long term sick you are able to pay your bills, regardless of whether you work through the NHS or in the private sector

Please fill in the form below if you would like to speak to one of our Financial Consultants and find out more about the services we offer.

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