Financial Planning

We’re ready and on your side to help you with the most important decisions you may ever make.

If you’re looking for an experienced independent financial advisory firm, who specialise in advising healthcare professionals and their families on a range of planning, then you’re in the right place.

Our expert team have extensive knowledge of the healthcare sector and will ensure that you meet your financial objectives throughout your working life and into retirement.

From estate planning through to exit strategy and retirement strategy planning, we’ll assist you every step of the way to help you put in place the most effective plans.

You can rest assured that you will be given the care and attention to make your financial planning experience as informative and constructive as possible. Our advice is independent, and we are not part of a network or tied to any providers, ensuring that every piece of advice given is absolutely the best and most cost-efficient strategy for you to reach your goals.

The services we offer include:

–          Investments and Savings

–          Pensions and Retirement Planning

–          Personal Protection/Insurance

–          Business Protection/Insurance

–          Tax Planning

–          Wills, Trusts and Lasting Powers of Attorney (LPAs)

We offer a range of ongoing services to our clients, with active management being provided to ensure you get the most out of your investment portfolio. It is imperative that a substantial investment portfolio is reviewed with you regularly, it needs to remain in line with your developing objectives and risk profile, plus changing the investment strategy in response to market outlooks should translate to better long-term growth.

You will need to keep updated with the options and legislative changes to your investments and taxation so working with an adviser on an ongoing basis will ensure you are informed, and financial planning can be conducted to its best potential. We like to work with our clients for life and as you hit each stage of life, where your thoughts and requirements may change, we will ensure that you are looked after and that your money works best for you.

For an initial, no obligation, conversation with one of our advisers call 0330 053 5745.

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