Book a complimentary call with a Financial Planner
Book a free, no-obligation 20–30 minute call with our triage team so we can understand your needs and connect you with the right Financial Planner.
During the call we will:
Discuss what you’re looking for and your financial goals
Gather some high-level information about your circumstances
Answer any initial questions you may have
Match you with the most suitable Financial Planner
Arrange your first meeting with them
No advice is given during this call – it’s simply an opportunity to understand your needs and ensure you’re matched with the right expert.
Why medical professionals choose us
Financial planning for doctors and healthcare professionals often involves unique challenges, from navigating the NHS pension scheme to managing income from private practice.
Our team specialises in working with medical professionals and understands the financial decisions that come with a career in healthcare.
We help our clients:
Navigate complex NHS pension considerations
Manage income from NHS roles, locum work, and private practice
Make tax-efficient investment decisions
Plan confidently for retirement
Preparing for your triage call
To help us make the most of your call, it can be useful to have a general idea of your current financial situation.
During the call, we may ask about:
Your current savings and cash reserves
Any investments or existing financial arrangements
Your income and employment situation
Any outstanding mortgage or significant financial commitments
Your age and approximate retirement plans
Whether you have protection in place
You don’t need exact figures, a rough overview is absolutely fine. The aim is simply to help us understand your circumstances and ensure we connect you with the most suitable Financial Planner.
What happens after your triage call?
Importantly, we don’t charge clients during these initial stages. This gives you the opportunity to see the value of our approach before deciding whether to move forward with us long term.