Financial planning and investment advice for medical and senior professionals

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Together the Fortis Medical team has decades of experience advising senior NHS doctors, private medical professionals and business owners. Our specialist knowledge informs both our financial planning and our evidence-based investment approach.

Financial planning for complex careers

Doctor or otherwise, you’ll likely face the kind of financial complexity that pensions, multiple incomes and business ownership create in senior careers. Specialist advice becomes critical as your career progresses.

Your own position will be different to that of a close colleague or friend even though your careers can seem very similar and you may have a similar set of benefits.

Our first-hand experience of medicine, private practice and the NHS pension system allows us to provide a level of specialist advice that’s difficult to find elsewhere. We founded Fortis to provide specialist advice for doctors, business owners and their families.

Who we work with

Building wealth

As your career developed, your finances have become more layered. NHS or business income, private practice and investments require specialist financial planning.

Growing a business

Because running a business takes a lot of work, owners often simply don't have the time to become experts in financial planning too.

Planning retirement

Retirement planning for medical professionals involves pensions, private income and tax decisions. A choice in one area can affect another.

In your retirement

After retirement the choices don't stop. Planning later in life focuses on family, inheritance and passing wealth to future generations.

How we work

Your circumstances and needs are unique to you, as is the advice we give and the work we do. Our five-step process can't capture all of that, but it gives you an idea of what it's like to work with us.

  • 1

    Initial conversation

    Our first conversation is about you, your circumstances and what you want to achieve. There's no obligation or expectation that you'll have all the answers. It's just an opportunity to get to know each other and see if we're the right fit.

  • 2

    Taking your history

    If you decide to work with us, we'll take a detailed look at your finances, including your income, pensions, investments and tax position. We'll explain what information we need and why, so we can understand your circumstances before making any recommendations.

  • 3

    Building your plan

    We'll research your options and develop recommendations based on your circumstances and what you want to achieve. You don't need to become an expert in pensions, investments or tax. That's our job.

  • 4

    Making your decisions

    We'll explain our recommendations, including the benefits, risks, costs and alternatives, and give you time to ask questions. The decisions are always yours, and there's no pressure to proceed.

  • 5

    Working together long term

    Once you've agreed on a plan, we'll help put it into practice. We'll review your financial plan regularly and be on hand as your circumstances change, continuing to advise you on the decisions ahead.

We've spent years helping NHS consultants and practice owners make important financial decisions. Today, we bring that same experience to business owners and senior professionals.

Dr Benjamin Holdsworth
Get in touch and speak to an adviser today to find out how Fortis Medical can help you.
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