Helping UK doctors, consultants and dentists to make healthier financial decisions.

About You

If you are a medical practitioner who is serious about their finances then this service is for you.

We help dentists, doctors and consultants to save time and money by making better, more informed financial decisions. We understand your pressures, your concerns, your worries and we will work to help you achieve your goals, aspirations, desires…Our service proposition has been designed around you and has been specially developed to cater for the needs of the busy medic.

Our purpose is to help our medical clients achieve their goals and reach financial freedom.

Taking time to understand YOU

We take time to understand you – your pains, problems, frustrations, dreams, beliefs, values and hopes. Our Services have been designed to help you make better more informed decisions on all aspects of your finances built on a deeper understanding of the real goals in your life. Our comprehensive review service ensures you remain on track and provides ongoing advice and guidance.

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Why choose The Medical IFA

  • Specialist knowledge of NHS Pension Scheme.
  • Thorough understanding of financial issues relating to Medics.
  • More confident decision making.
  • Better knowledge and understanding of your financial situation.
  • Financial planning and advice that you can understand.
  • Reduce stress and save time knowing your future is in expert hands.

We pride ourselves on our commitment to you and your financial needs. But don't take our word for it. See what our happy clients say about us.

Client Testimonial

"We have no hesitation in recommending Phil O’Connor as an Independent Financial Advisor."

Dr Richard T Johnson and Dr Elaine M Johnson, Warrington, Cheshire.

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Phil O'Connor is a Chartered Financial Planner, Certified Financial PlannerCM and a Resolution Accredited IFA

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