Many of the Consultants that come to us seek financial planning around the NHS Pension Scheme. That might be on how to best to take benefits at the most optimum time in the most tax efficient way or on how best to build up their NHS Pension ‘pot’ using the strategies available to them within the scheme.
Some Consultants need specialist planning around the latest tax and pension legislation. Particularly if you are performing private work or are thinking about it – we can ensure you keep the fruits of your labour – not give it away to the taxman.
We help a considerable amount of Consultants with tax efficient investing, wealth management and will ensure you do not miss out on any investment returns to safe-guard your future.
We work with other local professionals that specialise in advising Consultants so that we can deliver a holistic service for all of your planning needs.
We offer Consultants a highly personalised, local Chartered Financial Planning service right here in Bristol.