We are Independent Financial Advisers who specialise in providing high quality financial advice to members of the medical profession.
Our clients benefit from a full financial planning service, including protection, investments and pensions advice, with particular focus on the NHS Pension scheme. Our services are relevant to both personal and business requirements.
At the heart of our philosophy lies an in depth understanding of both the specific issues relating to your profession and wider legislative changes, particularly surrounding pensions.
We are not tied to any company or organisation and are authorised and regulated by the Financial Conduct Authority.
Chartered Insurance Institute (CII)
Life Insurance and Income protection
NHS Pension advice
Private Pension advice
Paul was friendly, approachable and made everything easy to understand, fantastic service.
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