Medical Family Finance is your helping hand through life's challenging financial landscape

Medical Family Finance helps medical professionals to navigate the complex world of finances, mortgages, 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.

How we can help you manage your finances

Investments

Which investments will create the best 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 have a thorough understanding of your position and have vast experience of helping doctors to secure their property purchases.

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.

© Medical Family Finance Limited | 020 7252 5765 | administration@medicalfamilyfinance.co.uk

Medical Family Finance Ltd. Registered in England and Wales, under no. 08689906. Registered office address – 2 St Mary’s Road, Tonbridge, Kent, TN9 2LB. Medical Family Finance Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.

The value of pensions and investments and the income they produce can fall as well as rise, you may get back less than you invested.

For ISA’s Investors do not pay any personal tax on income or gains but ISAs do pay unrecoverable tax on income from stocks and shares received by the ISA manager.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 09/05/2023

Trusts, tax planning, estate planning and inheritance tax planning are not regulated by the Financial Conduct Authority.

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