Personal Wealth Management
more in this section:
If you're a medic or dentist, whether NHS or private, you'll benefit by speaking to one of our specialist Financial Planners. Whether it’s comprehensive financial planning or any other aspect of your financial affairs, the team will be happy to speak to you, without any initial obligation. Visit our specialist website at www.medicaldentalfs.com/rw to claim your free retirement planning guide 'How To Avoid The 7 Most Common Retirement Planning Mistakes'.
We can help by:
- Providing clarity about your financial future
- Helping you make financial decisions with confidence
- By providing peace of mind
There are various other benefits that we'll aim to create for you:
You'll experience a higher level of confidence in knowing that you're on track to achieve your goals and that the decisions you are making today are the right ones. By working with us we'll be able to help you address any gaps in your financial programme, including helping you plan for retirement (especially important if you are moving from the NHS to private).
You'll have more quality time to spend doing what you want to, and more focus in managing your career without worrying that you are neglecting your finances. You’ll have us to not only help you plan out the financial direction for you and your family based on your needs and desires, but to also help you follow through on your commitments and make necessary adjustments along your wealth building journey.
Your financial assets will be simplified, organised, and well diversified. As a result, you can expect to gain a sense of control of your finances and feel a sense of financial well being
You'll have an improved chance of providing for the best education for your children, and affording a comfortable retirement in the lifestyle you've grown accustomed to. You will build and manage your wealth within a deliberate framework, and earn a more consistent rate of return according to your comfort level with the frequent fluctuations in the stock market.
You'll make your financial decisions more intelligently and coherently. You'll understand and appreciate the implications of your decisions within the context of your goals and values. Working with Rutherford Wilkinson as your sounding board, you'll no longer make your financial decisions in isolation from one another, thereby increasing the likelihood of achieving the optimal financial results.
You'll be able to manage and minimise the amount of paperwork that you receive from your financial providers.
Specialist Qualifications
The following qualifications are held within the team of specialist advisers:
- Certified Financial Planner
- Dip PFS (the Chartered Insurance Institute’s diploma level qualification)
- G10 Taxation and trusts
- G20 Investment Planning
your specialist advisors are:
