We understand that working in a medical field can bring enough of its own challenges, stresses and strains, without having to spend lots of time thinking about financial planning.
We know you’d like to put worries and concerns over your financial well-being to one side, safe in the knowledge that somebody else has you covered.
That’s why we have a range of products and services in place, designed to specifically cater to those working in medical fields.
More than anything, we value developing strong relationships with our clients. We will take the time to understand you before creating a plan which will put your finances on track today and on into the future.
Whatever your profession within the medical industry, we can help. From tax planning to wealth management, and personal goals to pension planning, we will put everything in place to help keep your finances in top shape.
Whether you run your own practice, work out of a hospital or cover for a general practice, we will give you all the advice, help and support you’ll need to set you on your way to meeting your personal goals.
As a high earner within the medical industry, we can offer tax planning and wealth management advice, designed help you maintain your current lifestyle both for now, and as you move on into retirement.
We understand there are many financial complexities in being a dentist. Whether you are working for the NHS or have your own private practice, we will help make sure you have the right plan in place.
Additional Pension (AP) has replaced the Added Years facility, which is now closed to most members. Speak to us about how the changes apply to you.