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.
Rachael is one of the country’s leading experts regarding the NHS pension scheme. She 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; her comments are regularly sought within both print and digital media, most recently on national radio and the Financial Times.
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
- Holistic Financial Planning
- Profit Extraction
As an affiliate member of Resolution, Rachael also provides expert advice to solicitors and clients in divorce cases involving substantial personal and company pension scheme entitlements (both within DC and DB pension schemes).
Rachael is an Expert Practitioner for the Chartered Insurance Institute, a founding member of Life Centered Planners and a member of the Personal Finance Society.
Rachael provides lectures, ongoing CPD training and workshops to personal and professional clients, solicitor and accountancy firms, hospitals, medical faculties and Royal Colleges. Her personal approach and tenacity has earned favour with other professionals working within the healthcare sector.
As Principal Partner of Sandringham Medical, she is committed to training and developing medical IFAs of the future, with a passion and drive to raising standards for advice and the development of a network of trusted advisors.
Rachael has a current Certificate of Excellence from Vouchedfor, one of the country’s leading independent client review websites and has been voted one of the country's top advisers 2 years running, for 2019 and 2020.
Personal Finance Society
Life Insurance and Income protection
NHS Pension advice
Private Pension advice
Sound / knowledgable advice on next steps and best way forward
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.
GP - ST1
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.
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.
GP - General Practitioner locum
Got a call back from Rachael to discuss some AA charge concerns. She was punctual, super clear and helpful. Highly recommended.
Paediatrics and child health
Produced detailed pension review
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.
GP - General Practitioner salaried
Very helpful. Answering to questions straight away and giving advice
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.
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