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Google Rating
4.9
Based on 50 reviews
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Seven Medical

Location: Newcastle Upon Tyne

Medics Money Verified

Free initial first consultation


Review
Rachael is a Global award winning financial adviser* and one of the country’s leading experts regarding the NHS pension scheme. Her comments are regularly sought within both print and digital media, and she has been featured on LBC, Financial Times, British Medical Journal (BMJ), Health Sector Journal (HSJ), The Telegraph and The Sunday Times. Rachael acts as an expert witness involving substantial personal and company pension scheme entitlements and as an affiliate member of Resolution, provides expert advice and financial coaching to solicitors and clients in divorce cases. Rachael is an Expert Practitioner for the Chartered Insurance Institute. PROFESSIONAL MEMBERSHIPS - Personal Finance Society - Resolution - Institute of Financial Wellbeing - Financial Psychology Institute (US) BACKGROUND Rachael started her career at the British Medical Association Services (BMA) more than a decade ago and has developed a national reputation for her knowledge of Annual and Lifetime Allowances, and the various nuances applying to members of the NHS pension scheme. AREAS OF ADVICE Rachael regularly undertakes some of the most challenging pension cases, involving complex tax planning advice for doctors across the whole scope of their practice, to include primary and secondary care, additional medical management roles, private practice, and the use of limited companies: - Annual Allowance Advice & Strategy - Lifetime Allowance Advice & Strategy - Retirement Planning - Estate Planning - Holistic Financial Planning - Personal & Business Protection - Profit Extraction - Financial Coaching Rachael provides lectures, ongoing CPD training and workshops to personal and professional clients, solicitor and accountancy firms, NHS Foundation Trusts, General Practice, medical faculties and Royal Colleges. *Finance Monthly Global Awards 2021 - Pension Advisory UK **VouchedFor Top Rated Adviser - 2019, 2020, 2021 and 2022.

Professional bodies: Personal Finance Society

Services offered:

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

Reviews


Focussed meeting with a clear plan to resolve current financial problems

Matt

Consultant
Speciality not listed



Helpful advice re retirement planningg

Anokha

GP - General Practitioner locum
GP



Very helpful, Great advice. thank you

Alexander

GP - General Practitioner partner
GP



very helpful and informative

Balakrishnan

GP - General Practitioner locum
Speciality not listed



Pension advice re AA and LTA. Excellent advice. Rachael's expertise in this very complex area is greatly reassuring

James

Consultant
Speciality not listed



Thought I understood the nhs pension but they they opened up a whole world of stuff i didn't know about and hadn't factored into my plans.

Richard

Consultant
Anaesthetics



Rachel gave an excellent run down of the service that Sandringham Medical had to offer.

Wayne

Consultant
Medical



We had a good discussion and were able to identify the areas where I needed assistance.

MANSOOR

Consultant
Psychiatry



Clarified what my priorities/ needs were. Did not pressurise me at all and seemed to have my interest at heart. Very knowledgable about NHS pension schemes.

Nicola

Consultant
Psychiatry



Sound / knowledgable advice on next steps and best way forward

Khalid Hamandi

Consultant
Medical



Rachael gave clear advice. She answered my queries patiently. She explained the services provided by her firm in a succinct manner. She has an excellent grasp of the NHS pension.

Pushparaj

Consultant
Anaesthetics



Very helpful

Rumbidzayi

GP - ST1
GP



Rachael has an encyclopaedic knowledge of NHS pensions, which was quickly apparent in our first consult. Previous advice from other IFAs in contrast has been wrong/awful. I have every confidence that Rachael will help me sort out my retirement plans and look forward to working with her.

James

Consultant
Speciality not listed



Solid advice from someone who knows the nhs pension scheme inside out! After listening to your circumstances Rachael gets straight to the point and gives expert planning advice.

Sarah

GP - General Practitioner locum
GP



Got a call back from Rachael to discuss some AA charge concerns. She was punctual, super clear and helpful. Highly recommended.

Andrew

Consultant
Paediatrics and child health



Produced detailed pension review

Niall

Consultant
Medical



Needed to review and update my payment protection plan after change in my work and earnings....something that I kept putting off due to time constraints at work and finding the whole idea slightly daunting. Everyone at Sandringham Medical provided a fantastic, personal service form start to finish, they were able to find me the best plan for my needs and were able to provide jargon free advice. I never felt pressurised and everything was explained in straightforward terms. The whole process was very stress free thanks to them and their regular updates and i'm very happy with the outcome. Will certainly use them again in the future and would not hesitate to recommend them to anyone else looking for financial advice.

Stephen

GP - General Practitioner salaried
GP



Very helpful. Answering to questions straight away and giving advice

Andres

Trust Grade
Medicine



Fantastic, quick, friendly informed advice, giving me the confidence that I was making an informed decision with regard to my annual allowance charge. Rachael Hall is a true expert in her field and understood all the issues immediately. Highly recommended.

Adrian

Consultant
Emergency medicine