Fantastic podcast full of useful information, would recommend to any medics
20:50 20 Mar 21
Great website for medical professional looking to gain financial literacy!
06:49 23 Jan 21
07:19 19 Jan 21
Aimed at medics, they offer sensible advice relating to issues medics face. Even a complete novice like me understood the financial principles, thanks to their presentations which are easy to understand. Best of all, they have podcasts which I can listen to on my walks.I think every medic should listen to them at-least once.
18:50 30 Nov 20
16:07 17 Nov 20
14:25 10 Nov 20
Used their advice to claims tax rebated for the past 3 years since I qualified as a doctors. Literally hundreds of pound from HRMC. Would recommend to an UK doctor. Great guides and great easy to follow advice
11:10 05 Sep 20
15:53 25 Jun 20
Still in the early stages of dealing with the financial advisor appointed to me by Medics Money, but so far so good. The Medics Money team themselves have been excellent - very swift with replies and always extremely helpful and pleasant. Keep up the good work.
08:59 13 Jun 20
Really helpful service, great resources for understanding finances at no cost. Responded to a question I sent very quickly and with a thoroughly explained answer.
16:19 26 May 20
DR PRADEEP KUMAR
16:13 07 May 20
You guys have stepped up beyond the calling of medicine and healthcare to provide a niche service which can meet the unspoken needs of Doctors and GPs, also GP trainees like me! Wish you the best!!
12:08 07 May 20
21:51 03 May 20
Saved me a tone.... every dr in training should read this.
08:11 03 May 20
Found the information the had really helpful. Loads of information and amazing communication. :)
07:21 03 May 20
19:32 30 Apr 20
Really helpful guidance, all provided free. Thank you!
00:45 03 Mar 20
A kind and supportive organisation that helps medics navigate their way through the labyrinth of financial decisions that they have to make throughout their careers.
14:50 22 Jan 20
Fantastic, prompt and efficient service, run by doctors who understand the issues and know what's required. I was put in touch with an expert IFA within 24 hours which cam me the confidence I needed to make an informed decision regarding my annual allowance charge. Highly recommended, have already informed colleagues
16:40 21 Jan 20
15:39 08 Dec 19
09:18 30 Nov 19
08:44 30 Nov 19
Used their great guide to file tax rebate for professional expenses. Really love what theyre doing. Thanks.
09:16 12 Nov 19
I used their clear and concise guides to registering an account with HMRC and submitting a form for rebate. Very easy to navigate with the guides and took a lot of the stress out of the process. I would highly recommend for anyone with the need to submit requests for rebate - saved me a significant amount of time
16:07 06 Oct 19
Great website, a real important resource for all medics
11:58 11 Sep 19
10:33 27 Aug 19
20:39 30 Jul 19
I have found Medics Money to be very helpful in identifying suitable medical accountancy firms who can provide expert information on my complex financial needs. The website is easy to navigate and has lots of useful information which instils confidence. I was contacted very promptly by one of the recommended firms who gave me some important advice on NHS Pensions. I am still waiting to hear from the accountants but I understand that this is a very busy period for them with lots of interest from doctors based on the new pension rules. Tom contacted me early on to ensure I was happy with the service provided which was reassuring and indicates how serious he is in helping medics to better their financial situation. Thanks for setting up your website. I really appreciate it.
15:13 25 Jul 19
Tommy and Ed were fantastic. Very prompt with their responses and gave very detailed advice.
09:33 20 Jul 19
Really helpful advice, speedy responses and gave me details of a suitable accountancy service which I have now registered with. Perfect how-to guides which enabled a novice to claim back some tax!
18:21 09 Sep 18
09:16 06 Aug 18
10:16 11 May 18
Excellent customer service, fast communication and clear replies, I would recommend them to all doctors and nurses and allied health professionals who want to get a good rebate without complications
07:54 02 Feb 18
Really helpful thanks for your assistance
19:44 12 Dec 17
Professional, helpful and reliable. They went above and beyond to help my case and responded quickly to queries. Highly recommend them to my colleagues.
14:39 15 Nov 17
Fantastic service. Hassle free. Rebate came through very quickly. Excellent communication throughout.
20:16 06 Oct 17
Excellent and professional team. They saved me many potential headaches!
07:37 20 Jul 17
Great company. Saved me lots of money. Much quicker than I was expecting too.
We are a national Chartered Financial Planning firm with specialist expertise in the medical sector. We are fully independent and fee-based and work closely with our medical accountancy colleagues to provide a joined-up, specialist financial planning and accountancy service.
We understand the complexities of the NHS Pension Scheme and the wider financial planning needs of doctors (consultants & GPs), nurses and other medical professionals and we work with them to:
- Enable them to better understand their personal financial position
- Take on the administrative burden of their personal finances
- Help them to identify their long-term financial objectives, assess how well positioned they are to meet those objectives, and ultimately set out strategies to bridge any identified gaps
- Work with them on an ongoing basis to implement their financial planning strategy.
Areas that we frequently advise on are:
- NHS Pension Projections
- Annual Allowance Calculations and Advice
- Pension Scheme Opt-Out-Opt-In Advice
- Family Protection
- Lump Sum Investment/Regular Saving
- Inheritance Tax Planning
- School Fees Funding
- Limited Company Planning
Life Insurance and Income protection
NHS Pension advice
Private Pension advice
This is a review for Jose@Mazar's. We had a session with him and he was both knowledgeable and helpful.Best of all, he ascertained how much we knew and pitched his advice at my level without any assumptions.He took into factor my circumstances and offered advice accordingly. I feel confident in his skills and knowledge and would like to thank both Jose and Medics Money for the help.
Jose provided sincere and helpful advice on my financial situation. He explained his advice in a clear and concise manner and gave me a different view on my finances. Thank you!
GP - ST1
By clearly explaining verbally in writing the basics of my two NHS pension pots, which was what I requested.
GP - General Practitioner partner
Nicholas at Mazars was extremely helpful. He made contact with me and was quick to respond via email to any queries. He was also flexible in his meeting time and made the consultation a very straightforward and easy experience. He was clearly very experienced and knowledgable in his field and was able to offer very useful, impartial financial advice. I will certainly be contacting him again in the future for further advice on my finances.
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