Our Services

Comprehensive financial and legal services designed specifically for nurses and healthcare professionals at every stage of their career.

Wealth Management

Personalised investment strategies designed specifically for healthcare professionals, taking into account your unique income patterns and career trajectory.

Portfolio Management

Diversified investment portfolios tailored to your risk tolerance and financial goals

ISA & SIPP Planning

Maximise tax-efficient savings through ISAs and Self-Invested Personal Pensions

Regular Reviews

Quarterly portfolio reviews and annual strategy assessments

Starting from €150/month

Management fee: 0.75% annually

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Legal Advisory

Expert legal guidance to ensure your wealth-building activities comply with healthcare regulations and professional standards.

Regulatory Compliance

Ensure your investments comply with NMC and healthcare sector regulations

Employment Rights

Legal advice on employment contracts, pension rights, and career transitions

Asset Protection

Legal structures to protect your wealth and ensure proper succession planning

€200/hour consultation

Initial consultation: €150

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Financial Education

Comprehensive training programmes to build your financial literacy and confidence in making informed investment decisions.

Investment Workshops

Monthly workshops covering investment basics, risk management, and portfolio construction

Pension Planning

Understanding NHS pension schemes and how to optimise your retirement planning

One-to-One Coaching

Personalised financial coaching sessions tailored to your specific situation

€95/month membership

Includes all workshops and resources

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Specialised Services for Healthcare Professionals

Additional services tailored to the unique needs and challenges faced by nurses and healthcare workers.

Pension Optimisation

Maximise your NHS pension benefits whilst building additional retirement wealth through complementary strategies.

From €125/consultation

Property Investment

Guidance on property investment strategies suitable for healthcare professionals with shift patterns and location flexibility.

From €175/consultation

Career Transition Planning

Financial planning for career changes, further education, or transitioning to private practice or consultancy work.

From €150/consultation

Insurance Planning

Professional indemnity, income protection, and life insurance planning tailored to healthcare professionals' needs.

From €100/consultation

How We Work With You

Our proven process ensures you receive personalised advice that aligns with your career stage and financial goals.

1

Initial Consultation

Free 30-minute consultation to understand your current situation and goals.

2

Financial Assessment

Comprehensive review of your finances, including pension, savings, and career prospects.

3

Personalised Strategy

Development of a tailored wealth-building strategy that fits your lifestyle and goals.

4

Ongoing Support

Regular reviews and adjustments to ensure your strategy remains on track.

Ready to Start Your Wealth Building Journey?

Book your free consultation today and discover how our specialised services can help you achieve your financial goals.