Business Details
Trusted Financial Advisers for Medical & Dental Professionals in Aberdeen
We are a specialist financial planning firm dedicated to serving medical, dental, and NHS professionals. Our team combines deep industry expertise with a structured approach to address complex financial needs, including NHS superannuation schemes, personal risk management, and wealth preservation. With decades of collective experience, we prioritise client relationships and deliver tailored strategies to achieve long-term financial goals. Our commitment to transparency, integrity, and fixed-fee structures ensures clarity and trust in every recommendation.As part of The Financial Planning Group, we leverage cross-disciplinary expertise in tax consultancy and employee benefits to provide holistic solutions. Regular reviews and a client-first ethos underpin our mission to empower professionals through informed financial decisions. Our 100% client retention rate reflects our dedication to meeting evolving needs with precision and care.
Services
Estate Planning
Financial Planning
Protection Review
Pension Advice
Wealth Preservation
Risk Management
Inheritance Planning
Savings & Investments
NHS Superannuation Advice
Tax Consultancy
Highlights and features
- We specialise in NHS superannuation and medical/dental professional financial planning.
- Our team includes Chartered Financial Planners with decades of industry experience.
- Transparent fixed-fee structures ensure no hidden costs.
- 100% client retention rate demonstrates consistent delivery of results.
- Integrated tax and employee benefits expertise enhances holistic financial solutions.
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
We develop comprehensive financial plans tailored to medical and dental professionals' unique career structures. Our approach integrates NHS superannuation, risk management, and wealth preservation to ensure long-term security. By prioritising client objectives, we deliver actionable strategies that adapt to evolving personal and professional circumstances.
Pension & Retirement Advice
Specialist guidance on retirement income strategies for healthcare professionals. We analyse NHS pension schemes, private investments, and tax-efficient withdrawals to create sustainable income streams. Our goal ensures clients maintain their desired lifestyle while avoiding financial shortfalls during retirement.
Estate Planning
We design estate plans to protect and distribute assets according to client wishes. Services include inheritance tax mitigation, charitable giving strategies, and legal documentation. Our approach balances family needs with regulatory compliance to preserve wealth across generations.
Protection Review
Comprehensive evaluation of life, health, and income protection needs. We identify gaps in coverage and recommend tailored insurance solutions. This ensures clients maintain financial stability against unforeseen events while aligning with broader wealth management goals.
Savings & Investments
Strategic investment advice focused on achieving long-term financial objectives. We construct diversified portfolios considering risk tolerance, time horizons, and tax efficiency. Regular reviews ensure investments remain aligned with evolving market conditions and client aspirations.
People
Chris Hewson
Chartered Financial Planner
Chartered Financial Planner with extensive experience, joined in 2021. Fellow of the Personal Finance Society, offering expert guidance in financial planning for medical and dental professionals.
George Gray
Financial Planner
Experienced Financial Planner supporting clients through complex financial decisions. Specialises in NHS superannuation schemes and retirement strategies for healthcare professionals.
Daniela Muollo
Paraplanner
Paraplanner providing technical support since 2024. Assists in creating detailed financial reports and implementing compliance-focused planning solutions for medical and dental clients.
Questions
What financial services do you offer for medical professionals?
We provide tailored financial planning, pension advice, estate planning, protection reviews, and investment strategies specifically designed for medical and dental professionals' unique needs.
How do you handle NHS superannuation scheme planning?
Our specialists analyse NHS pension benefits, tax implications, and retirement income options to create integrated strategies that complement private investments and personal financial goals.
What fees do you charge for your services?
We operate transparent fixed-fee structures for initial reports and ongoing services, with detailed schedules provided before engagement to ensure complete cost clarity.
Do you offer ongoing financial plan reviews?
Yes, regular reviews are integral to our service, ensuring financial plans adapt to changing regulations, personal circumstances, and market conditions while maintaining long-term objectives.
What areas do you cover in Scotland?
We serve clients across major Scottish cities including Aberdeen, Edinburgh, and Glasgow through our dedicated office locations and virtual consultations.
