About Us

We have been providing tailored financial advice for almost 40 years. As our name suggests, we have particular expertise in the needs of doctors and other medical professionals. However, we are happy to assist people from all backgrounds who are looking to achieve their financial goals by working with a financial planner. One of the things we love about our job is that everyone's circumstances and aims are different. That is why our financial planning service begins with getting to understand your situation before tailoring things to your needs.

Financial planning involves more than providing a one-off piece of advice such as at retirement or on receiving an inheritance. As Financial Planners we work with you on an ongoing basis to help you achieve your financial goals. We can help you define what you want to accomplish with your financial assets, manage these effectively and keep your goals on track. You can read more about the Financial Planning journey here.

We were established in 1983 and some of our current clients have been with us right from the outset. Our business has developed as the financial landscape has changed and financial advice has become a profession requiring ever higher levels of technical skill and knowledge. At the same time we continue to believe that our clients value not just our skills and expertise but also the personal, client-oriented service which has been at the heart of our business for over four decades.

Since 2014 we have been Chartered Financial Planners. Not only does this signify a commitment to develop the knowledge and skill of our team, but that we have also subscribed to a demanding code of ethical practice. You can read more about what Chartered Status involves here.