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Review

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We are a national Chartered Financial Planning firm with specialist expertise in the medical sector. We are fully independent and fee-based and work closely with our medical accountancy colleagues to provide a joined-up, specialist financial planning and accountancy service. We understand the complexities of the NHS Pension Scheme (England & Scotland) and the wider financial planning needs of doctors (consultants & GPs), nurses and other medical professionals and we work with them to: - Enable them to better understand their personal financial position - Take on the administrative burden of their personal finances - Help them to identify their long-term financial objectives, assess how well positioned they are to meet those objectives, and ultimately set out strategies to bridge any identified gaps - Work with them on an ongoing basis to implement their financial planning strategy. Areas that we frequently advise on are: - NHS Pension Projections - Annual Allowance Calculations and Advice - Pension Scheme Opt-Out-Opt-In Advice - Family Protection - Lump Sum Investment/Regular Saving - Inheritance Tax Planning - School Fees Funding - Limited Company Planning

Services offered:

• Estate planning
• Investment advice
• Life Insurance and Income protection
• NHS Pension advice
• Private Pension advice

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