Our Services
Medical Family Finance helps medical professionals to navigate the complex world of finances, protection, pensions and investments.
We are financial planners with a wealth of first-hand experience in helping doctors and GPs. We focus on medical clients and their families and so have excellent knowledge of the challenging NHS pension scheme.
We understand that as a busy professional you will have little time to address your financial interests or keep track of the latest government regulations. You could be missing important ways to secure your long-term wealth or reduce your tax liabilities.
We are a team of advisers you can trust to ensure your future financial security while you get on with the important medical work at hand.
While investing can help your money grow over time, it is important to remember that the value of investments can go down as well as up.
*Mortgage advice is on a referral basis.
How we can help you manage your finances
Investments
Which investments will create the right return over the long-term and are they suitable for you? We simplify the investing process.
ISAs
ISAs are an excellent way to shield more of your income from tax. Are you making the most of your tax-free savings opportunities?
McCloud Judgement
You may have heard about the McCloud remedy – also more formally called the Public Services Pension remedy – but what is it and how could it impact you?
Mortgages
We can refer you to mortgage specialists who have experience of helping doctors secure their property purchases. Please click below to visit Charterhouse Mortgages & Protection.
Pensions
The pension plans of a medical professional can be challenging but our advisers can use their decades of experience to help you.
Protection
Making sure you have safeguarded your family, assets and lifestyle in case of unforeseen events will be one of your priorities.