UK Resident Doctors and Dentists
There is a better way to plan your financial future…
If you’re like most doctors and dentists it’s likely you’re successful in your career but can find it demanding on your time. It’s also likely you’ve 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.
And if you have a business relationship with a commission based traditional financial adviser, you may be wondering if the advice you’ve been receiving is completely impartial. After all, commission based advisers typically only earn money when they sell a policy.
As well as this, 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.
My name is Ray Prince and I work as a Certified Financial Planner at Rutherford Wilkinson Ltd. You may not know it yet, but there really is a better way to plan your financial future.
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 could make a significant difference to your financial future.
Making the transition from buying policies to creating a clear financial plan for your future is a 7 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
- 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
We work with doctors and dentists through one to one consulting, workshops and seminars. We have a solid record of success that proves our approach works. It can work for you as well.
We approach our role in a client’s life with the seriousness it deserves, and act in a fiduciary capacity at all times.
Here's what Wikipedia has to say about Fiduciary:
"A fiduciary duty is a legal or ethical relationship of confidence or trust between two or more parties, most commonly a fiduciary and a principal. In a fiduciary relation, one person, in a position of vulnerability, justifiably reposes confidence, good faith, reliance and trust in another whose aid, advice or protection is sought in some matter. In such a relation good conscience requires one to act at all times for the sole benefit and interests of another, with loyalty to those interests.
A fiduciary is someone who has undertaken to act for and on behalf of another in a particular matter in circumstances which give rise to a relationship of trust and confidence.
A fiduciary duty is the highest standard of care at either equity or law. A fiduciary is expected to be extremely loyal to the person to whom he owes the duty (the 'principal'): he must not put his personal interests before the duty, and must not profit from his position as a fiduciary, unless the principal consents. The word itself comes originally from the Latin fides, meaning faith, and fiducia, trust."
We invite you to learn more about how you could improve your financial future at this website.
The quick orientation below will let you know how to navigate and use this site.This site has many resources for UK based Medics and Dentists who are looking for direction and assistance with planning their financial futures. This site was created specifically for Doctors and Dentists. You can also visit Rutherford Wilkinson’s company website here
The site has six main sections:
Free Resources (top navigation menu)
This is where we suggest you start. Here you’ll be able to request a complimentary copy of one of our popular Retirement Planning guides. You’ll also find articles that have been published in medical and dental trade journals and case studies. Also, make sure you register to receive the twice-monthly email newsletter ‘Financial Tips’. If you’d like to talk to us now, find out how to schedule your free 30 minute initial telephone discussion.
Categories (top navigation menu and right sidebar)
We have published tons of articles and Q&As since the website was launched in 2006. Here you’ll find all this content archived according to the topic. We’re constantly adding to it so make sure you bookmark the site or sign up to our RSS feed to keep right up to date.
About (top navigation menu)
Here you’ll find all the answers to who we serve, our approach and our philosophy, amongst others.
What We Offer (top navigation menu)
A full overview of our services and how you could benefit.
Testimonials (top navigation menu)
Sometimes it’s useful to hear about the experiences of others that have used a company that you might be considering.
Blog (top navigation menu)
This is where we publish all our strategies for medics and dentists to make the most from their financial planning. All past posts are included in the Categories section.
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 have been providing services to Medics and Dentists for many years and, most of all, we’re passionate about what we do!
Enjoy browsing the site, and if you have any questions, please contact us.
CERTIFIED FINANCIAL PLANNERCM Professional
See my CFPCM Professionals profile