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.
Sunrise IFA offers completely independent financial advice. Founded and run by Guy Roper, Chartered Financial Planner, Sunrise advises clients across the South West. Guy has 18 years industry experience, a detailed knowledge of NHS pensions and benefits, and is a pensions and investments specialist.
Sunrise IFA takes a particular interest in Socially Responsible Investing (sometimes known as ethical, ESG, or impact investing). Many of our clients are invested in keeping with SRI principles, but we are also happy to advise on more traditional investment options.
Personal Finance Society
Estate planning. ( Guide price £
Investment advice ( Guide price £
Life Insurance and Income protection ( Guide price £
NHS Pension advice ( Guide price £
Private Pension advice ( Guide price £
Highly recommend Guy. He has been advising us for several years and from the beginning he understood our situation and needs. My wife and I are both surgeons and Guy managed to understand what kind of investments and financial future we wanted. His advice has always been honest, clear and professional. Very knowledgeable and always keeps an eye on how our investments are performing. He is a very pleasant person and hardworking professional and you will not be disappointed with him.
Consultant Oral and Maxillofacial Surgeon
Speciality not listed
I would highly recommend Guy to anyone needing expert advice on NHS pension and personal finance planning.
I have been advised by Guy for many years now, and latterly with his new company Sunrise. Meetings are always an absolute pleasure and I have consistently found his advice to be the most expert and helpful in comparison with the several other financial advises I have consulted.
GP - General Practitioner partner
I initially contacted Guy about ethical investments. After reviewing my finances together he suggested I am probably not quite at a stage where investing is the right thing for me overall, but he was able to help me significantly reduce the cost of my insurance and protection whilst maintaining it at an appropriate level. Guy has been brilliant to work with. He is friendly, communicates clearly and precisely, did not pressure me into making any decisions, and I felt he gave advice in my best interests based on my situation. As this changes over the next couple of years and I am ready to start investing, I will be contacting Guy again.
Guy has extensive knowledge of the intricacies of the NHS pension scheme and a knack for explaining it. He is accessible and thorough and we have been very happy with the advice and help so far.
Paediatrics and child health
Absolutely fantastic. Couldn’t rate him highly enough. Friendly, professional, exceptionally thorough and has really got us on track. I feel very confident in the advice and help we have received and definitely felt he had our best interests at the forefront throughout. Thank you!
GP - General Practitioner salaried
I have received great advice from Guy Roper regarding NHS pension,private pension and investments.
Guy gives clear explanations prompt reply on e.mails and is happy to visit at home. His suggestion have proven to be excellent especially around ethical investments. I can highly recommend his services
GP - General Practitioner locum
Guy is helpful professional and knowledgeable. He listens carfully and explains all the options and their pros and cons in a clear and comprehensible way. In particular he has an excellent grasp of the challanges of the NHS pension scheme and pension tax rules and this issues around retirement planning for doctors. I'm so pleased we discovered him - I would have no hesitation in reccomending him.
GP - General Practitioner partner
Guy has been outstanding from start to finish. Prompt, reliable, and an excellent communicator he was able to fit in around our busy lives, providing timely and well considered advice to suit our slightly complicated circumstances. As life has moved on the advice has proven to be excellent; nothing is too much trouble and he has anticipated our questions and queries. Always friendly, he has made complex issues straightforward and is extremely trustworthy.
I have never used an IFA before other than attending a free meeting with the trade union's recommended firm.
What a big different even from the first meeting.
Guy clearly knows his trade. He helped me re-think trough my financial status and goals. He is very good at explaining my options to me, and is very client focused.
There was no pressure in purchasing any product or service during our meeting. He makes his fees and commission clear even before our first meeting, which relieved alot of my anxiety.
Communication through email is always prompt and efficient.
He also has an interest and experience in ethical investment which is important for me.
I can see myself using Sunrise's service for the long-term.
Guy Roper is exemplary. He has a deep and up to date understanding of financial matters related to doctors and is able to decode with ease. All his comms are swift and accurate and he gives really clear advice. Very highly recommended.
Guy made sure he’d got the full picture of my current finances, pension and what I was interested in before going through various options. I wanted to invest any private pension money ethically and have been really pleased with what I signed up for. Actually better financially than some standard/less ethical options!
All in an engaging personalised manner, appointments to fit my time constraints, no hard sells and with everything explained in writing.
I’d highly recommend Sunrise to anyone thinking they might need some advice. Thank you Guy!
I could not recommend Guy highly enough! He has helped my family and I with pensions planning, estate planning and income protection. His advice has been extremely valuable and has given me absolute peace of mind. Guy has that rare ability to explain complex matters in simple terms, without being patronising. I would also add that he has a compassionate touch that I think is probably rather rare in his line of work. I have already recommended him to several friends and would have no hesitation in doing so again.
GP - General Practitioner partner
Guy Roper (Sunrise Independent Financial Advisers) is very helpful and knowledgeable with a detailed understanding of NHS pensions and annual allowance issues. He also has expertise on socially responsible investing too. Great clarity of thought - explains things in an easy to understand way. Likeable and enjoyable to work with. Highly recommended if you are in need of financial advice.
Life insurance, income protection. Happy to visit my home. Didn’t push other products. Very responsive to emails.
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