Consultants

We appreciate that Consultants and Hospital Doctors have quite specific financial planning requirements. Our Financial Management consultants have a wide range of experience in working within hospitals to meet your requirements. This, combined with expertise in their own financial field, means they can offer you highly specialised, technically specific advice.

Whilst our service takes full account of your changing requirements throughout your life and career, we appreciate that one factor remains constant: Your ongoing ability to work and earn an income is at the heart of your financial security. Income protection therefore forms the foundation of any financial plan we recommend.

Knowing that you have an income assured until your retirement, regardless of your state of health, means you can plan for the future. Along with critical illness cover and life assurance it means you can ‘manage’ adverse conditions successfully, for you and your dependents. Not be forced into decisions by financial need.

The Whole Picture

By understanding you and your personal circumstances, we can understand what you want from life, and help you achieve it. We’ll also help you ensure that as your earning power increases, you continue to make the most of your money.

Perhaps you want to buy a second home? Pay for a child’s education? Retire earlier than you originally planned? Our dedicated Investment Portfolio Management Service and Independent Financial advisory team will help you build up a portfolio of savings and investments to achieve it. This will take into account what your priorities are and factor in changes that might need to be accommodated regarding specific legislation, working practices and pension schemes.

Mitigating the effects of Inheritance Tax is another thing that you may want to consider and we offer a comprehensive Estate Planning Service. We can also refer you to the right professionals to draw up your will or indeed to handle any personal or matrimonial matters.

For those operating in Private Practice, we can undertake all the associated accountancy and tax work.