We understand the challenges you face and we realise from working with medical professionals for 22 years that your time is precious. Our aim is to provide you with individually tailored advice within a comprehensive plan.
You have invested many years in your career and it is vitally important that you receive appropriate Risk Management Planning advice to secure your future wealth and estate in the most tax effective manner.
Our advisers can come to you, or if you prefer, you are welcome to meet in one of our offices. Our advice process also sometimes means that we need to meet with your accountant and/or financial adviser to make sure all of the financial accounts, assets/liabilities are fully accounted for. Our analysis is designed to ensure our recommendations meet your specific individual needs and our report enables you to make an informed decision.
Your patients develop a trusted relationship with you and our clients develop the same trusted relationship with us.
It is important for Medical Professionals to realise that Insurance Risk Management Plans are not static and need constant reviewing to ensure the cover put in place today meets your changing circumstances tomorrow. We review our client's affairs annually. This is vitally important in the early years, as your earnings grow.
While you build a career, we’ll help protect your wealth and your families future.
As specialists in Risk Management Planning, we understand both the unique circumstances of your profession and the opportunities available to you. We can help you put the right structure in place now to ensure the protection of your cash flow and tax effective management of your business and personal debts.
If you’re already well into a career, we can review your current structure to ensure you’re maximising the available opportunities.