Expert Financial advice for medical professionals and teachers

We have been providing expert financial advice to people in a wide range of occupations and professions for more than ten years.

As the preferred financial advisers to major public sector employee organisations, we have built up considerable experience in advising on NHS, teachers’ and other public sector pension schemes*. As a result, our customers include a significant number of medical professionals and teachers, to whom we provide advice on all areas of financial planning.

Here we look at the specific financial issues faced by people in these professions and actions they can consider taking to achieve their financial goals.

Expert financial planning for dentists

We have been helping dentists build, protect and enjoy their wealth for more than ten years. We therefore understand the financial implications of your chosen career path, whether NHS or private practice.

We can work with you to resolve personal and professional financial planning issues such as supplementing your pension, tax-efficient ways of funding premises and equipment, and providing employee benefits that are both valued and cost-effective.

Expert financial planning for doctors

Your financial needs and circumstances will depend on your personal ambitions, where you are in life and whether you are hospital-based, in general practice or in private practice.

In addition to working with you to achieve your personal financial goals, we can advise you on specific issues such as supplementing your NHS pension*, tax-efficient ways of funding premises and equipment, locum and surgery insurance and providing employee benefits that are both valued and cost-effective.

Expert financial planning for nurses

As the preferred financial advisers for members of The Royal College of Nursing, we help nurses build, protect and enjoy their wealth. We therefore understand the financial implications of your chosen career path, including the NHS pension scheme*.

We can work with you to resolve personal financial planning issues so that, whatever your stage in life, you know that your finances are arranged in a way that suits your priorities and lifestyle.

Expert financial planning for teachers

As the preferred financial advisers to members of the ASCL, we help teachers build, protect and enjoy their wealth. We therefore understand the financial implications of your chosen career path, including the teachers’ pension scheme*.

We can work with you to resolve your personal financial planning issues so that, whatever your stage in life, you know that your finances are arranged in a way that suits your priorities and lifestyle.

Expert financial planning for vets

A little financial planning at the start of your career can set you on the road to a secure financial future. Then as you progress career you will want to enjoy and conserve the fruits of your hard work.

In addition to working with you to achieve your personal financial goals, we can work with you to resolve personal and professional financial planning issues such as supplementing your pension, tax-efficient ways of funding premises and equipment and providing employee benefits that are both valued and cost-effective.