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Dental and medical professionals

We have a specialist team of advisers who are dedicated to providing a full range of financial planning, tailored specifically to dental and medical professionals.

Our team has an in-depth knowledge of NHS pensions and understands the career paths of hospital doctors, GPs, dentists and locums.

How we can help you

Our service covers everything you’ll need, including:

NHS pensions

If you are a member of the NHS Pension Scheme, we can help you work out the current benefits available to you and forecast potential future benefits, as well as the ways in which you can take them. We can also advise you on lifetime and annual allowances and possible tax implications.

Locum insurance

Falling ill and being unable to work is a concern among many medical professionals, especially if you need to find a locum to maintain your patients’ care. We can help protect you and your business, ensuring minimal impact on profits and maintaining income. We have a comprehensive panel of insurers to give you the best fit for your circumstances.

Income protection

The NHS offer sick pay, death in service benefits and two levels of ill-health pension for members of the NHS Pension Scheme. We can help ensure you are protected with the right cover, at the right price based on your circumstances.

Business planning

How smoothly would your business run should one of the owners or team members die or become seriously ill? We offer specialist advice on a range of solutions to help your business continue trading if the unexpected were to happen. Talk to us to arrange a no-obligation business risk review to see how we can help protect one of your biggest assets.

Free financial planning seminars

We provide a range of free, tailored presentations covering financial planning issues that you and your colleagues face. Our ‘lunch & learn’ events can be delivered at your place of work - we’ll even arrange the lunch for you.

We also have a suite of presentations, including ‘Business succession & continuity planning’ and ‘NHS pensions & taxation’, covering the main aspects of financial planning that are important for you. Get in touch for more information.

Get in touch

Email or call 0800 849 1279 if you have any questions or you wish to book a free initial consultation.

Contact us

How much does it cost?

It’s important for us to be transparent and open about how much our services cost. At your free initial consultation, we will give you a clear explanation of how much you will pay, what service you are paying for, how we’ve calculated the fees and charges, and when you need to pay.