Health & family
Protecting you and your family.
At MoneyDoctor, we understand the importance of making sure your wealth is passed on to your loved ones.
Why Choose MoneyDoctor?
Passing on wealth tax efficiently
With our trusted financial advice we’ll help you plan to pass on as much of your estate as tax efficiently as possible.
Wealth Management Protection
Our specialist financial advice and planning services will help you keep control of your assets over time.
Long term care
If you or your family member requires long term care we can calculate potential costs and use our financial planning expertise to create a financial management plan to mitigate the potential impact on your estate.
Gifting assets tax efficiently
If you’re looking to gift your assets, we can produce a tax efficient strategy so that your beneficiaries do not pay tax unnecessarily.
Long term estate planning
It’s never too early to plan your estate. Our expert financial advisers have worked with large and small estates and can arrange a legacy plan to mitigate inheritance tax where possible. Additionally, we will endeavour to make sure your assets are kept in line with inflation.
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