Health & family
Protecting you and your family.
Trust
We’ll look after your financial planning so you can focus on what really matters to you.
Adventure
MoneyDoctor will guide you through the world of financial opportunities and investments.
Consider
We understand the importance of family and will explore all options available to you so you can plan effectively for your family’s future.
Peace of mind
We can protect your assets and investments with low risk policies, so you can relax.
Explore
We can help you explore all financial opportunities and provide you with a personal financial plan.
We’ll look after your financial planning so you can focus on what really matters.
Our five key TRUST principles underpin everything we do and help us provide the best financial solutions for you.
Tell us about you
Your personal situation and how it evolves is always at the centre of our recommendations.
Review
We never stop looking for ways to do more for you.
Understand
We take time to understand your needs and aspirations.
Solutions
Innovative and effective, our solutions are designed to meet your precise requirements.
Transparency
Our processes are highly effective and completely transparent so you’ll always know what to expect from us.
With the arrival of our first baby, impending promotion at work and our need for a bigger home, 2010 was a very hectic year. We invited a member of the MoneyDoctor team to visit us at home and thereafter they diligently went about consolidating our financial position suggesting a useful, structured and coherent plan. With life remaining dynamic, the team at MoneyDoctor are completely comfortable and proactive in adapting to any change that we throw their way. In doing so they have earned our trust and confidence in assisting us plan our future.
Dr Anne Dancey and Major Kevin Price, Plastic Surgeon
In the ten years that MoneyDoctor has acted as our Independent Financial Adviser and has given us truly independent, appropriate and sensible advice on investments in our chosen risk bracket. They are knowledgeable, up to date, highly competent and efficient and have been instrumental in helping us to build a portfolio that has produced excellent returns even in a time of economic downturn. We could not recommend them more highly.
Dr Roy Harris, OBE and Mrs Anne Harris
I have always found MoneyDoctor to be very professional and knowledgeable, giving me the feeling that they are on top of their game. They keep in regular contact and always get back to me immediately as and when I have a question. I feel as if my finances are in safe hands and also, importantly, the team go about their business in a very friendly and approachable style.
Mr Burnett, Director Cherry Professional
MoneyDoctor have now been helping me manage my family’s financial affairs for more than ten years. All round they provide a service that is extremely reliable, up to date and highly recommended to anyone seeking independent financial advice.
Mr Graetz, Consultant Transplant Surgeon
The team at MoneyDoctor have provided us with excellent financial advice over the past few years. Their approach is both professional and personal, with sound advice and efficient follow-up of any issues and financial arrangements. Through sound financial advice, MoneyDoctor has saved me several thousand pounds on my mortgage, as well as allowing my savings to grow and work effectively for me and my family. I would recommend them without hesitation.
Mr J Auld, Consultant Orthopaedic Surgeon
MoneyDoctor has provided me with invaluable and impartial financial advice over the last 8 years. This ranges from mortgages and insurance to investments. I have seen a return in my investments during times of economic downturn. More importantly; the team’s dedication, tailored personal services and belief shows in their work. I hope future customers find MoneyDoctor as resourceful as I have found them to be.
Mr Yap, Neurosurgeon
Your FREE wealth management guide to financial planning for medical professionals Helping your money go further, so you can enjoy life to the full.
Helping your money go further, so you can enjoy life to the full.