Cavendish Medical

At Cavendish Medical, we are a dedicated team of financial experts specialising in providing exceptional financial planning and advisory services to medical professionals across the UK. With decades of combined experience, our team has a deep understanding of the financial matters important to medical professionals, including pensions, investments, and retirement planning. We take pride in being a trusted partner for medical professionals, offering tailored financial solutions to help them achieve their long-term financial goals.

Our Expertise

Our team is led by experienced professionals who have a strong background in finance and have worked extensively with medical professionals. We have unrivalled knowledge of the National Health Service (NHS) pension schemes, which sets us apart from other financial advisory firms. Our team members have a deep understanding of the complexities of medical practices and the unique financial challenges faced by medical professionals.

Services

Our comprehensive range of services includes:

• Pension Planning and Reporting: We provide expert guidance on NHS pension planning, including maximising retirement income, understanding pension entitlement, and navigating the complexities of pension transfer.

• Financial Planning and Investment: Our experts help medical professionals create a tailored financial plan to achieve their long-term goals, including investment strategies, tax planning, and estate planning.

• Empowerment Pathway: Our programme is designed to equip medical professionals with the financial knowledge and skills to make informed decisions about their financial future.

Our Team

Our team is comprised of dedicated professionals who are passionate about providing exceptional service to medical professionals. Each member of our team brings a unique set of skills and expertise to the table, ensuring that our clients receive the highest level of service.

Meet the Team

• Simon Bruce: CEO and Co-Founder

• Patrick Convey: Technical Director

• Tony Slocombe: Head of Risk and Governance

• Jamie Durbin: Head of Operations

• Leanne Lund: Head of Advice Delivery

• Hugh Davies: Senior Financial Planner

What Sets Us Apart

At Cavendish Medical, we pride ourselves on our unique blend of financial expertise, medical insight, and personal service. We understand the complexities of medical practices and the unique financial challenges faced by medical professionals. Our goal is to provide a tailored solution that meets the specific needs of each client, helping them achieve financial independence in later life.