Our Services
NHS Pension Scheme Advice
We help doctors make sense of the NHS Pension Scheme’s complex structure, including the 1995, 2008 and 2015 sections, annual allowance limits, and the impact of the McCloud Remedy. Our advice ensures you understand your projected benefits, tax implications, and your options at retirement — including the use of Scheme Pays to settle tax charges where appropriate.
Retirement Planning
Whether you’re retiring fully, stepping back from the NHS, or blending part-time work with pension drawdown, we help you plan your exit with clarity. We model your future income, coordinate NHS and private pensions, and develop withdrawal strategies that are sustainable, tax-efficient, and aligned with your long-term goals.
Wealth Management and Investment
We offer tailored investment strategies designed for medical professionals, focusing on long-term growth, capital preservation, and income generation. Using ISAs, SIPPs, and investment portfolios, we help you build, grow and preserve your wealth.
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Family & Legacy Planning
We support doctors in planning for their family’s future through careful estate, inheritance, and intergenerational wealth strategies. From wills and trusts to gifting and Inheritance Tax planning, we help protect your assets, support your loved ones, and ensure your financial legacy is passed on according to your wishes.