Managing your personal finances as a doctor can be challenging. Between the complexities of the NHS pension, balancing NHS and private income, and planning for later life, it can be difficult to find the time to focus on your financial future.
- Pension planning and NHS benefits advice. We are experts in the NHS Pension Scheme and can help you understand how factors like the McCloud remedy could impact your retirement plans.
- Financial protection. We offer tailored advice on income protection, life cover, and critical illness cover, helping you protect yourself and your family.
- Savings and investments. Whether you’re investing for the short or long term, we’ll build a strategy that reflects your ambitions and risk tolerance.
- Fee-free mortgage advice. Our specialist mortgage team offers fee-free advice to doctors, helping you secure the right deal for your home or investment property.
- Retirement and income strategies. From early retirement to flexible retirement options, we’ll help you develop sustainable income plans for later life.
- Estate planning. We’ll help you plan how your wealth is passed on – from making use of trusts to managing inheritance tax – giving you and your loved ones peace of mind.
Two decades of experience supporting doctors
We’ve been working with doctors for more than 20 years. Until the end of 2024, we were the exclusive financial advice partner of the BMA, and we continue to support many BMA members today. We also work with a number of other respected medical associations, offering specialist financial advice tailored to the needs of healthcare professionals.
Highly rated by clients
We’re proud to be rated ‘Excellent’ on Trustpilot, with hundreds of five-star reviews from satisfied clients. Our advice is independent, clear, and always designed to help you feel future confident.
“Did a terrific job giving me peace of mind after incurring my first pension tax letter. He patiently went through my pension statements and various options I had moving forward – including switching accountants. I am very grateful for his support – highly recommended“. Alister Pinto
“We have been very impressed with Chase de Vere. We have a financial advisor, with whom we have built a long-term relationship. He is considering our needs in a holistic way and pointing us in the right direction for all aspects of our financial health.” Anokha and Janso
If you’re looking for financial advice with proven experience, clear insight, and trusted results – we’re here to help.
Talk to a specialist financial adviser
If you’re a doctor looking for trusted financial advice – whether you’re starting your career, building wealth, or planning for retirement – we’re here to help.
We’ve worked with thousands of doctors, including many BMA members, and continue to be a leading choice for those seeking financial advice in the UK.
Important information
The value of investments can go down as well as up. You may not get back the full amount invested. Your home may be repossessed if you do not keep up repayments on your mortgage.