I have worked exclusively providing specialist tailored financial advice to Surgeons, Consultants, Doctors, 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 a Partner Practice of St. James's Place Wealth Management and an experienced Financial Services industry professional, I have access to a wide range of award-winning wealth management services available to Medical Professionals, their businesses and families alike.
Through extensive knowledge and day to day dealing with medical professionals and the intricacies they face, not only working within the NHS but also their private work and in some aspects the day to day running of their business as well, the need for a robust and holistic financial plan has never been greater.
Through careful planning and regular reviews I have enabled my clients to review and ensure their current retirement options are appropriate whilst evaluating their Annual and Lifetime Allowance charges. This enables my clients to operate in the most tax efficient manner and reducing the risk of any current or future potential financial insecurity.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.