Since 2005 we have provided specialist, tailored financial advice to hospital Doctors, Surgeons, GPs and their Practices. We therefore understand the pressures you face on a daily basis and have in-depth knowledge of your profession, mindset towards your finances and also the NHS Pension Scheme.
We are a team of highly experienced Financial Services industry professionals and are a Senior Partner Practice of St. James’s Place Wealth Management.
Through St. James’s Place we have access to a wide range of award-winning wealth management services and want to meet candidates to help them to create financial security and provide more opportunities for money.
We have a simple 3 step process for you to get the very most from your consultation interview:
Having completed these key steps, we will work with you one to one, to create a robust financial plan and establish if we are a good fit for a long term relationship.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.