Over the years, medical specialists have become a significant part of our business. This is possibly because specialists understand the benefit of engaging
other specialists to help with their wealth management.
It goes without saying, that our medical clients are highly intelligent people, most often capable of managing their own financial needs. However, they do not have the time or the resources to do so to the standard they demand of themselves. Given the growing complexity of their professional and private lives, and the increasingly limited time they have to do anything outside their demanding work commitments, we usually find that there are significant ‘givens’ and ‘unknowns’ to which they need to attend.
Our aim is to take a proactive role, helping them to establish a coherent, long-term plan, and then relieve them of the temporal and mental burdens of implementing and managing it. Our role is to not only to develop a plan, but also to be an ongoing, trusted sounding board for each client.