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Review

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Quality financial planning can be difficult to find. At its centre is a relationship built on trust, growth and ongoing collaboration. We provide specialist financial advice for those working in the medical profession and their families. The aim is to build an evolving strategy that helps our clients to make confident and competent financial decisions as well as focus on those things that are most important. In recent years, there have been many legislative changes in this area that have meant the nature of advice has become increasingly complex. We aim to cut through the noise and give you clarity on your financial future.

Professional bodies: CII

Services offered:

• Estate planning
• Investment advice
• Life Insurance and Income protection
• NHS Pension advice
• Private Pension advice

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Reviews

Made me realise that I had actually been doing the correct things to sort out my financial planning. Very helpful in explaining pension statements (as I have had other employment before the NHS). Made me feel at ease and hopeful for the future. Thank you so much Paul.

Somayyeh

ST7+
Surgery

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Pension advice - Paul was really excellent and his advice was easy to understand whilst being comprehensive. Would definitely recommended.

Ben

Consultant
Radiology

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Asvice

Sue

GP - General Practitioner locum
GP

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clear and helpful information provided, using easy to understand language. Thanks! :)

Andy

GP - General Practitioner partner
GP

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Paul was very patient and explained things clearly - I have no financial acumen and he made things very easy to understand.He has an excellent grasp of medical financial issues.I would highly recommend him.

Kate

GP - General Practitioner partner
GP

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It's the first time I've ever had someone explain my pension and it make sense! I feel reassured that I now have someone who can actually interpret an NHS pension statement and advise me how best to utilise this resource in future.

Ruth

GP - General Practitioner partner
GP

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Professional and friendly service. Clarified our questions regarding NHS pension and my non medic husband's pension. Also helped to sort out other aspects of our finances. Highly recommend.

Raji

Consultant
Pathology

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Paul was very helpful and helped me to understand my NHS pension and assisted me in the application process and also informed me that I could claim some of the fees back from the NHS pension agency., due to the McCloud judgement. I would strongly recommend this service to my colleagues

Nasser

GP - General Practitioner partner
GP

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My initial consultation with Paul was excellent. He was very helpful and able to answer all of my questions. He explained financial concepts in a way that was understandable and without using jargon. I would definitely use his services again in the future.

Pete

Consultant
Medical

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Really overview of pensions, including McCloud and annual allowance.

Mary-Ann

GP - General Practitioner partner
GP

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Paul has been a great help in reviewing my finances, arranging much-needed income protection and life insurance policies, suggesting some tax efficient strategies, and reassuring me about my NHS pension and the annual allowance. He is extremely knowledgeable and I hope to continue working with him in the future. I would highly recommend him to anyone seeking an independent financial advisor.

Matt

Consultant
Speciality not listed

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Paul helped me to fully understand the intricacies of the NHS pension, the various options available to me in terms of early retirement and any impact of potential decisions on longer term financial planning. With the changing landscape in relation to NHS pension planning his advice helped me to feel much more confident that I fully understood my choices and how to optimise the benefits to suit my personal circumstances.

Fiona

Practice Manager
Speciality not listed

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Paul was friendly and professional and made a (to me) complex subject understandable. If you have any pension questions I would highly recommend Paul, wish I'd sought his advice earlier.

Anneke

Consultant
Medical

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I have found Paul to be incredibly knowledgeable, especially in regard to understanding needed if you work in the medical sector, including he mire that is NHS Pensions. Paul is able to distil complicated information into understandable explanation, and very patient with clarification questions. I felt he had a genuine will to increase my understanding and to advise me to make sensible decisions based on my individual circumstances. I have no hesitation in recommending him and the advice he can provide.

Kyla

Practice Manager
Practice Manager

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