How we help

Specialist financial advice

Specialist advice

Running a successful medical career or business doesn’t leave much time for financial planning. Pensions, investments, retirement planning and family wealth all require your attention. You’re likely here because you don’t have the hours needed to stay on top of every financial decision.

That’s where Fortis Medical comes in.

We provide specialist financial advice for senior medical professionals and business owners, allowing you to 
focus on your careers, business and family.

Financial planning

We look to work with our clients for the long term. Most clients approach us with specific areas they wish to focus on, but inevitably these areas are part of a wider picture that needs to be understood to get the right plan in place.

We help clients see how pensions, tax planning and personal goals fit together.

Many of our clients benefit from the way we work closely with their accountants and other advisers. Financial planners, tax advisers and accountants each bring specialist expertise. We ensure advice is coordinated and information is shared.

Areas where we regularly advise include:

  • Pension and retirement planning
  • Tax and investment planning
  • Family wealth planning
  • Gifting and inheritance planning
  • Business succession planning

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.

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