Our pension planning and reporting services aim to make your money work harder for you. We will save you time and effort navigating complex calculations and give you peace of mind about your current and projected financial affairs.
We are a modern financial practice that understands the medical profession and its need for more effective financial planning. We have earned our reputation for first-rate knowledge of the pay, pensions and taxation of medics. In short, we speak your language.
Ultimately, we exist to help you make well-considered decisions that will ensure you can achieve your long-term financial goals.
How it works
Our advisers will gain a thorough understanding of your circumstances and priorities, your wishes and your worries. We will discuss your medical life (whether NHS, private or both), your career path to date and your general feelings about money. Importantly, we will listen to your concerns.
We will analyse your true pension position, set out the current legislative implications and check if there are any immediate issues to address. The NHS pension is constantly under change – small refinements can create large implications in the future if not properly attended now. For example, you may wish to know your true status in relation to the Annual Allowance, Lifetime Allowance or ‘McCloud Remedy’.
Our range of technical pension reports will present a thorough understanding of your current position, the challenges we should tackle and the opportunities we should consider. This research gives the solid foundation needed to move forward.
You may want to get better organised financially or need us to help remove problems which are stopping you from making progress.
Pension and Retirement Planning
Together we will construct a retirement plan built uniquely for you and your loved ones. Your destination will be agreed and you will understand the steps you need to take to get there.
Why choose Cavendish Medical?
Cavendish Medical helps more than 600 medical families and is widely referred to as the ‘go-to’ company for retirement planning for doctors across the UK.
With decades of specialist experience, we have a deep understanding of the complexities of your profession and your need for expert financial advice.
We are confident that our robust approach will deliver a tailored financial plan that has the best chance of delivering your unique emotional and financial objectives.
Take the first step.
Call us today on 020 7636 7006 or complete your details below.
