Medical professionals

Are you a medical professional?

We have worked closely for many years with Medical professionals like you such as GP’s, Consultants, Dentists and Pharmacists.

Because of the highly technical nature of your work and the hours you put in, you probably do not have time to devote to ensuring financial affairs are properly managed. As such over the years you have built a portfolio of financial products and investments many of which may no longer be suitable for you. You are also likely to be paying more tax than you need to.

Over the years we have found that a full review of your financial products, investments and tax planning is likely to produce great value for you. Paying a fee for your advice (thus ensuring no commission bias) with a full money back guarantee if you are not satisfied delivers a high value proposition.

To understand more please look at “How we work with you” and “How we are paid

If you have any questions please call or email us – we will be delighted to talk to you.