Simon Skellern Email & Phone Number

I have over 25 years’ experience providing holistic financial advice, with over 20 years focused solely on advising the needs of General Practitioners (ST1 to ST3, locums, salaried GPs and partners), Dentists & Hospital Doctors (Junior & Consultants).I have a comprehensive understanding of the NHS pension scheme, NHS Salary Structure and benefits and I understand a General Practitioner’s/ Hospital Doctor's financial needs and requirements. My expertise lies in helping you gain a more in-depth understanding of your present financial situation and construct a more efficient and progressive financial plan to achieve your future goals.I have proven and recommended expertise in providing tailored advice on many areas, including:• The NHS Pension Scheme • Pension Taxation • Estate & Inheritance Tax Planning• Savings and Investments• Protection Needs – Including Life, Critical Illness, Income Protection Whatever stage you are at in your career or even in retirement you can rely on me to help you plan your finances and ensure you continue to maintain your standard of living throughout your lifetime. It’s not about an investment or pension plan etc, it’s about my clients & their families being able to maintain their lifestyle they want now and in the future.I put my clients at the centre of everything I do. For more information on Quilter Financial Advisers or to arrange an informal initial no-obligation financial review, please contact me directly on 07810 375756 or email me on simon.skellern@quilterfa.comApprover Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 9 February 2023.

Listed skills include Nhs Pension Scheme, Retirement Planning, Pensions, Wealth Management, and 11 others.