UK Resident Doctors and Dentists – Are You On Track To Retire When You Want?
You’re a successful doctor or dentist, but find that balancing the demands of career and personal life is challenging enough without having to learn how to become a financial expert as well, and finding the right financial planning advice can also be tricky with so many ‘types’ of adviser to choose from.
You may have been sold several financial policies over the years, but you may not know exactly how you stand to benefit from them, both now and in the future, especially if you’ve reached the stage where you want to plan ahead for your retirement.
And if you used to have a business relationship with a commission based traditional financial adviser, you may be wondering if the advice you received was completely impartial. After all, commission based advisers typically only earned money when they sold a policy.
You now want your own financial ‘satnav’ – a strategy that will help you decide when you can retire, as well as ensure you won’t run out of money for the rest of your life.
Making the transition from buying policies to creating a clear financial plan for your future is a 6 step process:
- Clearly decide what your lifetime goals are, financial and non-financial
- Find out if your current planning will help you achieve your goals (and analyse your spending habits to see where your money is going)
- Find out what you need to do to reach your goals
- See if you have the necessary resources to do this (money)
- Take action
- Review your planning annually
By dealing with a company that utilises state-of-the-art financial planning processes, leading edge technology, in-house expertise and technical know-how, you really could make a significant difference to your financial future.
Rutherford Wilkinson Ltd has an operating history stretching back to 1986 and this website has been up and running since 2006. With our Financial Planning services, you’ll go from someone who is frustrated with not getting impartial advice in line with their personal goals, to someone who feels confident about their financial future with a financial ‘game plan’ for retiring from work.
We’ve been providing services to Doctors and Dentists for many years and, most of all, we’re passionate about what we do!
It can work for you as well.
We encourage you to request our most popular free guide ‘6 Steps To Securing Your Ideal Retirement’ – just enter your details in the box on the right and you’ll receive the PDF immediately.
Thanks for visiting.
CERTIFIED FINANCIAL PLANNERCM Professional
See my CFP profile