Professional introductions · Regulated adviser
Regulated advice, from people who know the NHS pension and the rest.
Mortgages, investments, retirement planning, annual allowance, McCloud — the areas where a good adviser earns their fee ten times over, and a generalist can quietly cost you. Tell us what you're weighing up.
What happens next
01
Advice comes from the adviser
Any regulated recommendation is provided by the introduced firm under their own FCA authorisation, not by Moneywise Doctor.
02
Fees are always disclosed
A regulated adviser will tell you exactly how they charge before you commit. If they don't, walk away.
03
First conversation is exploratory
You'll usually have a short call to check the fit before any formal work begins. That's a good time to ask anything.
FCA-authorised firms · no obligation
AS SEEN ON
Tell us roughly where you are — we'll do the rest.
Regulated advisers will do a proper fact-find with you later. This is only what we need to introduce you well.
From the room
What doctors say after the session
Real words from doctors across general practice, hospital medicine and surgery.
You break it down so well, with clear, fact-based guidance. No jargon and no selling tactics. It helps newbies and amateurs alike.
An eye-opener on the SIPP. It finally clicked. I opened one straight after the session. My whole approach to money has changed.
Highly recommended. Feeling confident already after the first session. Amazing to learn the terminology with real examples.
Any new doctor arriving in the UK should schedule a session. One of the most important steps you can take to avoid financial pitfalls and build long-term wealth.
He nailed the areas where I was leaking money and gave me a step-by-step plan to fix it. Now I am confident I can do better.
Eye-opening. Dr Andy knows his onions, and more importantly, he knows how to communicate it clearly.
My best investment in my financial journey is the investing academy. Excellent knowledge, with real clarity on achieving our financial goals.
Excellent session today and Andy you opened up a whole new world of investing tips for me! Looking forward to the rest of the sessions and this is just the 2nd week in to master mind!! Wonder what I will be at the end of 6 months!!🤩🤩🤩🤞🏼🤞🏼
Moneywise Doctor provides financial education for doctors and dentists. This workshop is for general educational purposes only and does not constitute financial, tax or investment advice, nor a personal recommendation. Investing carries risk, including the loss of capital. Tax treatment depends on individual circumstances and may change. Always consider seeking advice from a suitably qualified, regulated professional before making financial decisions.