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, Rutherford Wilkinson 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 Skype, 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 on 0191 217 3340 or at Mike.Gordon@rwpfg.co.uk.

How can we help?

  • Pensions & Retirement Planning
  • Lifetime & Annual Allowance Counselling
  • Cash Flow Modelling
  • Savings & Investments
  • Estate Planning
  • Locum Insurance

How do we Charge?

We cover the cost of all initial consultations. Charges for further services are disclosed upfront and agreed with our clients prior to instruction.