We offer independent financial advice on a range of financial planning areas relevant to medics in Bristol. At the core of our advice is our technical expertise: we are NHS Pension Scheme specialists and have Chartered Financial Planner status and Fellowship of the Personal Financial Society. We are local and and offer a convenient, face-to-face service.
These are some of the areas on which we can help:
NHS Pension Scheme planning
We recognise that the NHS Pension is likely to be a key part of any NHS professional's financial planning. As NHS Pension specialists we can help you understand your pension benefits and any choices available to you.
Our retirement planning can help you work out how best to use your NHS Pension, other savings and investments to meet your retirement goals, such as retiring at a certain age or with a certain amount of income. This might include advice on how much you can contribute to personal pensions and whether you need to take out protection against a pensions lifetime allowance charge.
We understand the various stages of a medical professional's career and how your investment needs might change over time. We offer an ongoing service with regular face-to-face reviews to ensure your investments are looked after and remain appropriate for your circumstances and goals.
We can help you save tax-efficiently for particular objectives such a wedding, holiday home, or paying school or university fees.
We know how much tax doctors in Bristol pay. An important part of our remit is ensuring you make use of your available tax allowances and reliefs so that your income and investment returns are not unduly diminished by taxation.
We can help you organise the finance to buy a new property and provide ongoing advice to keep your borrowing costs as low as possible.
Insurance is fundamental to a medic's financial planning to ensure you and your family or dependants could cope financially in the event of your ill health or death. We can make sure that your family would be provided for should the worst happen.
To discuss how we could help you in more detail, please contact us on firstname.lastname@example.org or 0117 966 5699.