Consultants, GP’s, Vets, Dentists, Pharmacists, Physiotherapists, Podiatrists, etc.
As Medical Professionals you have very specific financial and tax needs which require a specialist financial planning advisor to assist. Through our knowledge of your special needs with our financial expertise, we help you to minimise your tax liabilities through partnerships or unlimited companies as trading vehicles, while planning your financial future.
Maintaining your Lifestyle in retirement requires planning. We take your through all the pitfalls of pension investing while advising you on the proper funds which suit your particular risk profile.
We are a fee-based financial planning practice. We are not a sales/commission-based practice.
If you just want to purchase a pension or investment product, we are not the people for you.