Specialist financial advice and planning for the medical community

We offer holistic financial planning and advice tailored to the unique needs of medical professionals.
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How we can help

We make the complex simple

At Medical & General we help people grow and protect their wealth. As our name suggests, we specialise in providing advice to members of the medical profession but we also help non-medics. Our aim is to help you feel clear, confident and in control of your finances, whether you're planning your retirement, already retired, or trying to make the most of your current financial situation.

Protection

We can help with a range of protection and insurance needs. Book a call with us to discuss further.
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Retirement

Retirement planning can be complex. At Medical & General, we're experts in the NHS pension scheme and understanding the retirement needs of medical professionals.
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Tax

We can help with a range of tax optimisation strategies to ensure your income and assets are structured in a tax optimised manner.
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Inheritance

We help structure estate and assets in accordance with your wishes and in a tax optimised manner. Perhaps you've recently come into an inheritance and are unsure how to manage your finances. Book a call with our team to discuss further.
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Investments

We can help create an investment portfolio perfectly tailored to suit your needs. Book a call with our team to discuss more.

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.
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Mortgages & Equity Release

We work with specialist lenders to arrange mortgages for medical professionals in all sorts of circumstances, particularly those with complex earnings.

Your property may be repossessed if you do not keep up repayments on your mortgage.
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Download our equity release brochure

Our Mission

To support and educate people so they’re able to make informed decisions about their life and feel empowered about their financial future.
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When it comes to finances, the medical profession is probably one of the most complicated

From the impact of the Annual Allowance, to ever changing rules around the NHS pension, you need someone with specialist knowledge. All M&G advisers have given advice in that area collectively for over 20 years, helping GPs, dentists, pharmacists and opticians. We’ll create a personal financial plan for you that simplifies your investments, maximises your opportunities, and puts you on a path to achieving your long-term financial goals.
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How we work with you

We offer holistic financial planning and advice tailored to the unique needs of medical professionals.
Book a consultation
We understand your needs
We create your financial plan
We build a tailored portfolio
We're by your side with ongoing reviews

Get our free guide “7 Myths about the NHS pension scheme”

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What our clients say about us

All client stories
I like the fact that he explains things in such a way that you can understand if you’re not a financial guru yourself.
Robert
As a result of Mike’s advice, we were able to stop working a year or two earlier than we thought.
James
Mike made sense of things I didn’t understand.
Jenny

Get in touch

We offer holistic financial planning and advice tailored to the unique needs of medical professionals.
Book a consultation
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