ABOUT US
CAVENDISH MEDICAL – EXCEPTIONAL FINANCIAL PLANNING FOR SENIOR MEDICAL PROFESSIONALS

High-achieving doctors and surgeons need specialist financial planners. The challenges presented by your intricate remuneration package and the complex nature of the NHS pension scheme require an expert team.

Cavendish Medical is widely respected as the discerning choice for medical professionals at the top of their game. We have an exemplary heritage and an unequalled knowledge of how to ensure your finances work as hard as you have. In short, we know your business.

If you value straight-talking and a first-rate service, we could help you and your loved ones secure your long-term wealth.

Call Cavendish on 020 7636 7006.

ABOUT US
INVESTMENT PLANNING

The starting point for our investment strategy is always you. What are your long-term and short-term goals? What is the reality of your current financial position?

We can then ensure that you have complete understanding of how any risk is related to investment returns and can create a balanced portfolio that is expertly tailored to your needs. We can also review any existing portfolio to make sure the investments you already have are appropriate for your present situation.

Please note: The value of your investment can go down as well as up and you may get back less than you have invested.

ABOUT US
RETIREMENT PLANNING

Most doctors, surgeons and senior medical practitioners are fortunate enough to enjoy varied and rewarding careers. And there is no reason why you should not also look forward to a varied and rewarding retirement.

Cavendish Medical understands the complexities of both NHS and private pensions and the latest government legislation that surrounds them.

We believe that – if properly planned and prepared for – retirement can look less like a daunting challenge and feel more like an exciting opportunity.

ABOUT US
MORTGAGE PLANNING

Buying property, for most of us, is one our biggest financial commitments.

Cavendish Medical can advise on all types of mortgage loans including home-movers, remortgages, second homes, investment and buy-to-let properties.

Please note: The Financial Conduct Authority does not regulate some aspects of buy-to-let mortgages. Your home or property may be repossessed if you do not keep up repayments on your mortgage.

ABOUT US
TAX PLANNING

For many of us the area of tax, and all the perceived perplexities that surround it, can leave us at best confused and at worst downright terrified! How much more so with inheritance tax and all the laws and technicalities that surround passing down an inheritance to our children and grandchildren.

Cavendish Medical can create an inheritance tax plan, as part of your overall financial plan, that caters for your specific needs and those of your family so that your estate can eventually be passed on as tax-efficiently as possible.

Please note: The Financial Conduct Authority does not regulate taxation and trust advice.