Financial Planning for Medical & Dental Professionals

Our Services
Lifestyle Financial Planning for busy Medical & Dental Professionals Lifestyle Financial Planning for busy Medical & Dental Professionals Lifestyle Financial Planning for busy Medical & Dental Professionals

Our team have a wealth of experience

And their knowledge is based on an understanding of the complex issues intrinsic in the financial planning requirements of our clients, e.g. doctors' and dentists' career structures, the NHS superannuation scheme, personal risk management, and wealth preservation.

Why Choose
Medical & Dental?

We will help you organise your financial affairs and develop a comprehensive Financial Plan aimed at achieving your objectives. Our client-focused approach will allow you the control and flexibility to look into your financial future and make the right decisions now in order to achieve your desired outcomes.

  • Be financially better organised
  • Improve your investment returns
  • Reduce tax liabilities
  • Manage financial risk better
  • Avoid running out of money
  • Achieve and maintain your desired lifestyle
No of Happy Clients 270
Total Funds Managed £61,000,000
Most Prolific Job Type Anaesthetist
Client Retention 100%
News + Events

Our team of financial experts are the best in the business and regularly host and attend events throughout Scotland.

Sep 2024

Financial Planning for NHS Professionals - We are back!

We are holding two further financial planning for NHS professionals sessions this November!

events
Jul 2024

Laura Crowe Appointed Director of The Financial Planning Group

Chartered Financial Planner and Regional Manager of our Glasgow office, Laura joined Acumen Financial Planning as Training and Competence Supervisor in 2021 and has over 20 years’ experience in financial services.

news
Jul 2024

Andrew McRae, youngest to attain CII Chartered status in Scotland

We are delighted to announce that Andrew McRae, a paraplanner based at our office in Westhill, Aberdeenshire has been confirmed by the CII (Chartered Insurance Institute) as the youngest member in Scotland to achieve the prestigious Chartered status.

news

Get in touch and start your financial planning journey today.

Get in Touch