Wealth Advice for Medical Professionals

While as a medical specialist, general practitioner, dentist or othodontist you may have some benefits from the NHS, you may concentrate now on purely private work. In either case have you considered what else you need to manage your wealth?

Income Protection

If you were unable to work for prolonged periods owing to illness you can still provide your family with an income. However, you need to ensure that your provision is specific to your own occupation.

An Early Retirment Fund

At some time in the future your may want to do less, and draw some income from your own retirement fund before you are entitled to your NHS benefit, if you have one. In planning for this have you checked to see that you are not going to exceed your lifetime allowance?

Are You In Excess Already?

Is your planning going so well that you are near to your lifetime allowance already? If you suspect you are, then you need to check your next steps very soon.

There are many questions to ask to ensure your hard earned wealth is accumulating as it should, and you may have many more than can be outlined here. So what should you do next?

My Personal Offer To You

Imagine what it would feel like to have all your investments and pensions totally sorted out in one place by an adviser who takes time with you to assess where your concerns are, explore the options available, and explain everything in a simple way that gives you back control?

I'd like to make you an offer. So many people find that they simply need to chat over their situation without feeling that anyone is selling to them, so my offer is to give you 20 minutes of my time for you to discuss all or part of your financial affairs that are currently on your mind.

Apply For My Free 20 Minute Telephone Consultation

My diary gets very full so don't leave it too long!

I look forward to speaking with you very soon.

Helen

Helen Blackburn BA (Hons) CertPFS

P.S. Of course you may not be ready to chat right now, so if you would rather see what ideas I can give you by email please leave me your details below and I’ll be in touch with some leading thoughts on how to grow and manage your wealth.