We are one of the few Chartered Financial Planners in the UK to boast a dedicated team of specialist advisers, committed to assisting clients within the medical and dental professions.
We understand the nuances of this sector and are on-hand to help guide you and provide tailored solutions, which can help to reduce the impact of the continued changes to the NHS Pension Scheme and other rules and regulation such as the lifetime allowance.
Consultations
Despite being located in the North East, Perspective (North East) Ltd provides a national service to all of our clients – some being located as far as Brighton, Wales & Aberdeen!
We appreciate that our clients have busy lives and so we strive to make our service more accessible. Initial consultations can be conducted face to face, by Teams, email or telephone.
Pension Clinic & Workshops
We can come to your premises and spend the day consulting with partners and key staff. An appropriate financial plan is agreed for all of our clients, implementing sound strategies, to tackle any changes that may occur in your personal life or as part of the NHS Pension structural reforms. We also offer an annual review service.
If you have a query or you wish to discuss our services in more detail and discover how we can assist you in achieving your financial objectives, please contact Mike Gordon.
How can we help?
- Pensions & Retirement Planning
- Pension funding and accessing benefits counselling
- Cash Flow Modelling
- Savings & Investments
- Estate Planning
- Locum Insurance
The Financial Conduct Authority does not regulate taxation, trusts or occupational pension schemes.
Where a client’s circumstances require specialist advice, and the local office does not hold the necessary permission from the Financial Conduct Authority, we can draw on the wider specialist expertise available within Perspective Financial Group Ltd nationally. Many of our financial planners hold advanced qualifications in specialist areas of advice, as well as having decades of experience in solving almost all financial planning related issues.
