Medical Professionals

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 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:

  • Step 1 – Request your current NHS and private pensions estimates to discuss retirement options and evaluate the Annual and Lifetime Allowance Tax charges.
  • Step 2 – Request your existing career and life protection arrangement details from your provider.
  • Step 3 – Complete an expenditure planner to establish your disposable income which can help you achieve your goals more quickly.

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.

Doctors/Surgeons

Foundation Doctors