Business Details
23 Years
experience
Your Trusted Partner for Medical Financial Planning
Established in 2003, Money Dr specialises in providing tailored financial advice to medical professionals and their families. Our team of experienced advisers, including industry veterans with over 30 years' collective experience, focuses on understanding the unique financial challenges faced by doctors, dentists, and healthcare workers. We operate under five core TRUST principles - Tell us about you, Review, Understand, Solutions, and Transparency - ensuring every recommendation prioritises clients' evolving needs. As experts in NHS pension schemes and inter-generational wealth planning, we combine deep sector knowledge with personalised service.Our Chartered Financial Planners deliver innovative solutions for wealth protection, mortgage optimisation, and retirement planning, maintaining full regulatory compliance under the Financial Conduct Authority. With a proven track record of helping clients achieve financial security through economic downturns, we continue expanding our services while maintaining the personal touch that has earned us client trust and industry recognition.
Services
Wealth Management
Pension Planning
Investment Advice
Mortgage Solutions
NHS Pension Advice
Retirement Planning
Details
- Year established: 2003
Highlights and features
- We specialise in financial solutions for medical professionals with 20+ years' sector experience
- Our TRUST principles ensure transparent, client-centred financial planning
- Chartered Financial Planners with NHS pension scheme expertise
- Proven track record delivering returns during economic downturns
- Personalised service combining technical excellence with approachable advice
Associations and certifications
- Financial Conduct Authority
What people say
Excellent returns
Proactive in adapting
Highly recommended
In safe hands
Immediate responses
Services
Wealth Management
Our wealth management service creates tailored strategies to protect and grow your assets. We combine low-risk policies with innovative investment approaches, focusing on long-term financial security. With expertise in inter-generational planning, we help preserve your wealth for future beneficiaries while maintaining liquidity for current needs.
NHS Pension Advice
Specialist guidance on NHS Pension Scheme benefits and options. We explain complex regulations, help optimise retirement benefits, and plan for flexible retirement transitions. Our advisers stay current with legislative changes to ensure maximum advantage for medical professionals at all career stages.
Investment Advice
Personalised investment strategies aligned with your risk profile and financial goals. We construct diversified portfolios using in-house expertise, delivering consistent returns even during economic downturns. Regular reviews ensure your investments remain aligned with changing personal and market circumstances.
Mortgage Solutions
Tailored mortgage advice to suit medical professionals' unique circumstances. We help secure competitive rates and suitable terms, including specialist schemes for high earners. Our approach considers your overall financial picture to ensure mortgage solutions integrate with broader wealth management goals.
Retirement Planning
Comprehensive retirement planning services that consider all income sources and pension provisions. We create detailed projections to ensure financial security in retirement, addressing tax efficiency and inheritance considerations. Regular reviews adapt plans to legislative changes and personal circumstances.
People
Neil Wright
Managing Director
With over 30 years' financial services experience, Neil specialises in NHS pension schemes and has provided bespoke planning to medical professionals for two decades. He leads investment portfolio research and enjoys presenting at NHS events.
David Ford
Director
A medical financial planning specialist since 2004, David offers 20+ years' experience in wealth planning for healthcare professionals. He focuses on inter-generational financial strategies and maintains long-term client relationships built on trust and understanding.
Steve Brown
Director
With 35+ years in financial services, Steve has specialised in medical professional advice since 1997. He builds personal client relationships and adapts plans to changing financial landscapes, maintaining a friendly approach that makes clients feel comfortable and supported.
Tracey Clarke
Technical Team Manager
A Chartered Financial Planner with 40 years' industry experience, Tracey specialises in pensions including NHS schemes. With 13 years at MoneyDoctor, she provides technical expertise and regulatory compliance leadership to the advisory team.
Anne Donaldson
Office Manager
With 30+ years in financial services and 15 at MoneyDoctor, Anne manages day-to-day operations and compliance. Her extensive experience in both corporate and personal planning enables effective client support and team leadership.
Questions
What financial services do you specialise in for medical professionals?
We specialise in NHS pension advice, wealth management, investment planning, mortgage solutions, and retirement planning tailored specifically for doctors, dentists, and healthcare workers.
How do you adapt to changing financial circumstances?
Our TRUST principles ensure continuous review and adaptation of financial plans, with regular client communication and proactive adjustments to reflect both personal changes and market conditions.
Are you regulated by financial authorities?
Yes, we're authorised and regulated by the Financial Conduct Authority (register number 442144) and comply with UK financial regulatory standards.
Do you offer home visits for financial consultations?
Yes, we offer home visits for initial consultations and maintain flexible meeting arrangements to suit our clients' professional commitments.
