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I specialise in providing tailored financial advice to GP's, Dentists and NHS professionals. I therefore understand the pressures you face on a daily basis and have in-depth knowledge of your profession and also the NHS Pension Scheme.
As a highly experienced Financial Services industry professional and member of the presitious St. James's Place Partnership, I have access to a wide range of services from an award winning Group and have created a simple review process; 3 steps to creating financial strength for you and your Practice.
Step 1 - Request your current NHS and private pensions estimates to discuss retirement options and evaluate the Annual and Lifetime Allowance Tax charges.
Step 2 - Review tax planning opportunities available.
Step 3 - Review existing protection arrangements.
Having completed these key steps, I will work with you to create a robust financial plan.
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