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Life as a hospital Consultant can be extremely demanding and that your working life leaves little time for financial planning. We have many years of experience working with hospital Consultants and understand the complexity of your finances.

On becoming a Consultant your financial package from the NHS changed dramatically. You no longer have a basic salary and banding payments but have a contract based upon programmed activities and on call supplements and can apply for clinical excellence awards.

Our Consultant clients value having an adviser who not only advises them on their investments and personal financial planning but who has an in depth knowledge of their retirement planning needs.

The NHS pension scheme is the largest financial commitment that anyone working in the health service has and the benefits of this should be at the core of any financial planning they make.

We specialise in advising senior doctors on the current and future issues that will effect them, particularly around the latest pension legislation and the impact of changes to the NHS pension scheme. We provide advice on retirement planning exit strategies and many Consultants have avoided huge tax charges as a result of following our advice.

We are also involved in providing seminars on financial issues to groups on specialist trainee education programmes and are asked to provide talks to hospital departments on NHS Pension issues.

Our experienced and professional planners can help you keep your finances on track. We are not salesmen who represent insurance companies promoting their products; we are experienced independent advisers who will source the right financial solution for you. We can also help you with any mortgage needs.

What we do for our clients (+) Click to open


What we do for our clients


  • Arrange an initial discussion meeting (at our expense) with you to discuss your aims and to introduce our holistic financial planning service;

  • Gather relevant personal and financial data to assist in setting out your goals and aspirations;

  • Conduct independent research and analysis of your current financial planning to assess its suitability 

  • Prepare a professional bespoke financial plan based on your own unique circumstances;

  • Present our solution to you;

  • Implement any agreed actions;

  • Agree a review process to meet your specific requirements.

    If you feel that you might benefit from a no obligation initial consultation about your financial planning or would like a presentation to a group of your peers please complete the contact details section.