I provide specialist financial advice for GPs, Practice Managers and GP Partners. The three most common questions I’m asked are: How do I plan for early retirement? How will the 2015 NHS Pension Scheme reforms affect me? What sort of protection product is best for me given my circumstances?I help my GP clients understand and manage their financial position, both personally and professionally. This often includes protecting their family or business in the event of illness/death, increasing their understanding of NHS pension membership or investing money wisely for the future. Among the services I offer are:• Locum Insurance• Inheritance tax planning• Retirement planning (detailed knowledge of NHS Pension Scheme• Life coverI have extensive knowledge of the financial needs of GP surgeries, GP Partners and Salaried GPs, and excellent knowledge on Inheritance Tax Planning.I am passionate about the continued delivery of excellent customer service and providing value in all of my professional relationships.
Listed skills include Financial Advisory, Wealth Management, Retirement Planning, Retail Banking, and 20 others.
