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Specialist Trainee Doctor

We fully understand just how demanding life as a junior doctor can be and how busy your working life will be in your Specialist Training jobs, whether it is patient care, 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 junior doctors 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 whilst you train. 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 specialist independent advisers who will source the right financial solution for you.

You may have previously bought financial products at graduation or as a newly qualified doctor. 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 a numerous amount of mortgage products. 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 and your student loans should be gradually reducing.

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?

As you get closer to the end of your training it is important to take stock and prepare for the financial watershed when you become a GP or Consultant. Your finances will change at that point and it is especially important to understand the impact this will have on the NHS pension and the benefits provided by the scheme.

We fully understand your career structure and are on hand to help and advise as your career progresses.

How we work with 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.