I have worked for the past 21 years exclusively providing specialist tailored financial advice to GPs, Dentists and their Practices. I therefore understand the pressures GPs, Dentists and NHS professionals face on a daily basis and have in-depth knowledge of your profession and also the NHS Pension Scheme.
As an experienced financial services industry professional, Chartered Financial Planner and Partner Practice of St. James's Place Wealth Management, I have access to a wide range of award-winning wealth management services and have created a simple 3 step review process to create financial strength for you and your Practice.
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 - Review tax planning opportunities available.
Step 3 - Review existing protection arrangements.
Having completed these key steps, I will work with you to create a robust financial plan.