Financial Planning for Medical & Dental Professionals
Our Services
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
News + Events
Our team of financial experts are the best in the business and regularly host and attend events throughout Scotland.
Financial Planning for NHS Professionals - We are back!
We are holding two further financial planning for NHS professionals sessions this November!
eventsLaura 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.
newsAndrew 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