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NHS Staff

We fully understand just how demanding life working for the NHS can be and how busy your job will be in your role, whether it is patient care, management, keeping abreast of clinical developments, or studying for exams – there is little time left for financial planning.

We have many years of experience working with NHS healthcare professionals and understand the intricacies of your finances and are able to cast our expert eye over them, ensuring whatever your plans for the future, your money is working for you . Our experienced and professional planners can help you keep your finances on track. We are not salespeople who represent insurance companies promoting their products; we are experienced specialist independent financial advisers who will source the right financial solution for you. We can also help with your mortgage needs.

You may have previously bought financial products. Have you reviewed these recently? Are they still appropriate for your chosen career?

Maybe for the first time since starting work you are now settled in one place and are looking to buy a home, we can help you with your mortgage planning and have access to numerous mortgage solutions. Why try to do this yourself when we have experts available to help?

Perhaps you have married and have a family. Are you aware of the benefits provided by the NHS scheme? Have you bought family protection policies? Should you be reviewing these now? Whatever your family circumstances, you should hopefully have settled into managing your income and expenditure and may have started a savings and investment strategy.

You may desire to be managing your money a little better but have let things drift due to your busy workload. Would you perhaps value an overview from an expert specialist independent financial adviser who understands your career and the benefits provided by the NHS?

Changes to the NHS pension scheme may have helped you to focus on your own plans. We are here to help.


What we do for you (+) 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.