Specialist Advice for Medical Health Professionals
Quality financial planning can be difficult to find. At its centre is a relationship built on trust, growth and ongoing collaboration.
We provide specialist financial advice for those working in the medical profession and their families. The aim is to build an evolving strategy that helps our clients to make confident and competent financial decisions as well as focus on those things that are most important.
In recent years, there have been many legislative changes in this area that have meant the nature of advice has become increasingly complex. We aim to cut through the noise and give you clarity on your financial future.
How Does It Work
Our financial planning process begins with a comprehensive analysis of your current financial situation and higher level objectives. We'll work with you to develop a customised plan that takes into account your unique circumstances and helps you achieve you work towards financial goals. Whether you're looking to better understand your NHS pension, pay off debt, save for retirement or invest for the future, we're here to guide you every step of the way.
Download the Brochure
For full details, please consider viewing the brochure by submitting your details using the following form.
Our Specialist, Paul Barker
Paul is a Chartered Financial Planner at Fidelius and has worked in financial planning for a decade. Paul was recruited into the firm to head up our medical financial planning proposition and brings with him strong experience from his time at Evelyn Partners and Cavendish Medical.
Much of his career to date has been spent working with medical professionals in respect of their pensions and retirement planning as well as in respect of their broader financial goals & aspirations. Taking his job seriously, Paul is also married to a Doctor!
Recommended by people just like you
"Paul Barker’s knowledge of NHS pensions is encyclopaedic and his advice to those who put their financial affairs in his hands is utterly reliable. A dose of Paul is just what senior clinicians and managers, often with complex employment histories, need when it is time to focus on a financially secure future and transition to retirement. Paul ‘gets’ NHS professionals, applying a commendable bedside manner with super sharp (and ethical) investment planning advice. Paul’s service is personal, psychologically sensitive and a rare find."
Claire Johnston
Programme Director, Capital Nurse, North Central London
"Honestly if you need a pro who knows the NHS pension scheme inside and out ( as well as other Finance things) then I can not rate Paul highly enough. Insightful, clear, composed, credible, knowledgeable, patient and relevant is how I would view him. After several failed encounters with 'professionals' working in this space - Paul literally saved my pension! He has a gold star recommendation award from me."
Helen Page
CEO Havering Health
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