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Google Rating
4.9
Based on 82 reviews
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Medical & Dental Financial Planners

Location: 8 Randolph Crescent, Edinburgh, 24 Newton Place, Glasgow, Westhill, Aberdeenshire

Medics Money Verified

Free initial first consultation


Review
Our financial planners have a wealth of experience and their knowledge is based on an understanding of the complex issues intrinsic to the financial planning requirements of our clients, e.g. doctors and dentists; career structures, the NHS superannuation scheme, personal risk management and wealth creation and preservation. By using a structured approach, they will produce detailed recommendations to meet your personal objectives.

Services offered:

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

Reviews


Advised me regarding pensions. I have different jobs and different pension plans, private and nhs. Allowed me to understand in greater detail the details about these I’m also moving to Australia and the advice allowed me to understand if I’m able to keep paying into these while there

Robbie

GP - General Practitioner locum
GP