We understand the unique financial conditions in which hospital doctors operate and can help you plan for the future accordingly.
Our team have a wealth of experience in working within the healthcare system to meet your requirements. This, combined with expertise in their own financial field, means they can offer you highly specialised, technically specific advice.
While our service takes full account of your ever-changing requirements as your career progresses, 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 ahead and be well prepared for the challenges you may face. Alongside critical illness cover and life assurance, you can navigate through adverse conditions successfully.
We fully appreciate what you want from life and can help you achieve it. We’ll help you to ensure that as your earning power increases, you continue to make your money work for you.
You may wish to buy a second home, pay for a child’s education or retire earlier than you originally planned. Our dedicated Investment portfolio management service will help you build up a portfolio of savings and investments to achieve it. This will take into account what your priorities are and consider changes that might need to be accommodated such as new legislation, working practices or pension schemes.
Mitigating the effects of inheritance tax is another thing you may want to think about and we offer a comprehensive estate planning service. We can also refer you to the right professionals to draw up your will or to handle any personal or matrimonial matters.
For those operating in private practice, we can undertake all the associated accountancy and tax work.
To learn more about our specialist medical and healthcare team please click here