Annual Tax Efficient Investing For Doctors Event - Reserve Your Place

This popular annual event will take place on Monday 13th April from 6.30pm until 8.30pm at Engineers House in Clifton and will include a complimentary 3-course hot buffet. 

To reserve you place click here or email or telephone 0117 966 5699.

The agenda for the event will focus on how best doctors can save tax as we enter the new financial year - and whilst doing so pay no initial adviser or initial investment fees and help one of Southmead's most worthy charities. Please see the outline agenda below:

1. Three-Course Hot Buffet

We will start the evening by enjoying another three-course hot buffet courtesy of the kitchens at Engineers House. For more information on the menu for the evening please click here.

2. Have You Used Your HealthCare ISA Allowance?

We are pleased to announce that we have partnered with a global investment fund provider to provide an ISA specifically geared to doctors - the HealthCare ISA. £15,000 of tax free money in a sector of remarkable long-term growth potential and in an area which doctors are fully familiar with. For more information on this investment opportunity please click here.

3. Have You Used Your VCT Allowance?

Did you know that by investing in a VCT (Venture Capital Trust) you get a tax refund of 30% of the amount invested, 5% tax free dividends (equivalent of 11.9% gross for a higher rate tax payer) and all growth is free of capital gains tax? For more information on this investment opportunity please click here.

4. Have You Used Your Medical Pension Allowance?

Since the introduction of the Annual Allowance cap for pension contributions gaining higher rate tax relief on your pension contributions has become more difficult. However, are you aware of the 3-year carry-back of potential pension contributions? Remember for a higher rate tax-payer a pension contribution still offers an immediate 66% return because of the tax relief - good luck getting that elsewhere!  We will also explore how to maximise your pension contributions (including through the NHS Pension) and show you pension investment options within the medical sector with remarkable long-term growth potential in areas doctors are fully familiar with. For more information on making the most of your pension allowances click here.

5. No Initial Investment Fees and The Southmead Project

Please be aware that all of the investment options offered by Wealth West Medical are arranged at zero initial fee. This is because we have built our firm on on-going, personal, face to face service and therefore our fee structure reflects that. Our on-going fee is the amount you would broadly be paying anyway on existing on-going investment fees or commissions. Although we will do all of the initial work for free, we will invite you, if you so wish, to make a voluntary 1% contribution in lieu of work done payable to the Southmead Project, a specialist abuse counselling service based in Southmead. Remember this charitable contribution is entirely at your own discretion. For more information on the Southmead Project click here

To reserve you place click here or email or telephone 0117 966 5699.












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Quote Mark
  • "We have been very impressed with the personal service, attention to detail and comprehensive evaluation of our financial circumstances. We would certainly appreciate ongoing help and support from Richard over the future." Jason Kendall (Consultant in Accident and Emergency), Southmead Hospital
  • "Richard provides a very convenient and personal service. Richard has good knowledge and has the ability to go through reasoning for any recommendations." Tim Mitchell (GP), Montpelier Health Centre
  • "Richard provides an excellent service, prompt and flexible. Although the level of technical knowledge is impressive, answers to our questions are presented in a straightforward manner, without overwhelming us with information." Mary Gainsborough (Consultant in Paediatrics), Southmead Hospital
  • "Richard gives me an excellent personal service in my own home. His advice and explanations have been excellent. Richard also has excellent technical knowledge – who wouldn’t be happy?" Charles Record (GP), Frome Valley Medical Centre
  • "Richard provides an excellent, personal service. He responds very quickly and attentively to queries and very much keeps me up to date with important matters that affect me - such as the latest changes to pensions, investments and taxation. Recommendations are delivered in a timely, effective manner - usually face to face in my own home." Professor Gianni Angelini (Head of Cardiothoracic Surgery), BRI
  • "It is very convenient for me to be seen at home and Richard is very flexible with timings - especially when unexpected things crop up at the hospital. Meetings are friendly and relaxed with my long-term best interests very much at the heart of discussions." Professor Gianni Angelini (Head of Cardiothoracic Surgery), BRI
  • "We have found it far more reassuring having a local adviser rather than a national firm. We have found the service excellent and Richard answers all the questions we want answering. Richard's technical knowledge is excellent, he has detailed knowledge of pensions." Paul Male and Helen Lewis (GPs), Thornbury Health Centre
  • "The personal touch counts for a lot and the willingness to visit us at home is much appreciated. Richard provides an excellent, friendly, accessible service, not encumbered by jargon or salesmanship." Professor Peter Mathieson (Honorary Professor of Medicine), University of Bristol
  • "I can recommend Richard as providing measured, balanced independent financial advice. He listens very carefully and tailors advice appropriately in a knowledge-based manner. He is very accessible and gives his clients time and clarity in order to make the most sensible decisions for themselves based on the available facts." Andrew Medford (Consultant in Respiratory Medicine), Southmead Hospital
  • "Richard now knows me and understands my financial position. I have complete trust in his advice. The level of service I have experienced is second to none. We have received regular reviews in our own home, speedy and thorough advice to any queries." John Rees (General Practitioner, Specialist in Urology ), Blackwell and Nailsea Medical Group
  • "The advice I have received has dramatically altered my personal protection policies for the better and reduced my personal tax liability." John Rees (General Practitioner, Specialist in Urology ), Blackwell and Nailsea Medical Group
  • "I appreciate Richard's local knowledge and the fact that he is in contact with a lot of local general practitioners which is useful for networking. He is also very knowledgeable about the different pension schemes and their pros and cons." Fiona Hayes (General Practitioner) Bristol University Student Services
  • "I have enjoyed the process of dealing with a local advisor and it has not felt like a box ticking exercise. The service has been excellent. The great flexibility to come to my home at a time suitable to my working day has set this company apart from others I have dealt with in the past. The technical knowledge provided has been expertly tailored to my requirements and financial situation. The manner in which it has been delivered has also been first rate. " Beth Harrison (General Practitioner) Montpellier Health Centre
  • "We have regular meetings with the same adviser who knows our profile and keeps our requirements in mind with the plans he makes. The reviews are simple to organise and are always at a convenient time and location." Mike Bould (Orthopaedic Surgeon) Western General Hospital
  • "The service I have received from Wealth West is excellent! they are more personable and accessible than large firms and are not pushy at all. They also have a very good breadth and depth of knowledge." Billy and Annie Headdon (Anaesthetics and Intensive Care Trainee, General Practitioner) Montpelier Health Centre
  • "My experience of the service has been excellent. I have been able to ask many questions and have received excellent advice on my financial situation. The technical knowledge of Wealth West Medical is excellent. Anyone who can help my investments grow in the current environment clearly knows what they are doing. I would highly recommend Richard and Wealth West Medical." Linda Buczek (General Practice Manager) Bishopston Medical Practice
  • "The technical knowledge of Wealth West Medical is very good. Richard keeps up to date with the changes to the NHS pension scheme and new legislation." Melanie Lockett (Consultant) Southmead Hospital
  • "Wealth West Medical offers a friendly, helpful and efficient service. Richard keeps in touch at regular intervals and has a very good knowledge of pensions and investments." Rachel Brown (General Practitioner) Montpelier Health Centre
  • "Richard comes to my house for meetings and it is nice to see a familiar face. He remembers my details, and advises over the long term. Richard has a detailed understanding of my particular pension plan and has explained this very clearly to me. He has also helped me to manage tax payments for annual allowance and pension protection." Hugh Herzig (Consultant Psychiatrist) Southmead Hospital
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