What our clients’ say?

MoneyDoctor has provided me with invaluable and impartial financial advice over the last 8 years. This ranges from mortgages and insurance to investments. I have seen a return in my investments during times of economic downturn. More importantly; the team’s dedication, tailored personal services and belief shows in their work. I hope future customers find MoneyDoctor as resourceful as I have found them to be.

Mr Yap, Neurosurgeon

Following a divorce and subsequent house sale, I was in need of financial advice with regard to how my capital could be used to ensure my future financial security. A substantial amount of money was at risk and the appropriate choice of adviser was therefore of paramount importance. MoneyDoctor Professional Wealth Management continues to provide me with this service.

Since engaging their services I have benefitted from a personal approach which has exceeded both my immediate and long term requirements and my expectations. Such is my confidence in their knowledge and sensitivity that I have recommended their services to close personal friends.

Ms J W

I have always found MoneyDoctor to be very professional and knowledgeable, giving me the feeling that they are on top of their game. They keep in regular contact and always get back to me immediately as and when I have a question. I feel as if my finances are in safe hands and also, importantly, the team go about their business in a very friendly and approachable style.

Mr Burnett, Director Cherry Professional

I have always found MoneyDoctor’s team to be friendly and helpful. Their advice has always been impartial with keeping my needs in the focus.

Dr Abdi, Sheffield

The team at MoneyDoctor have provided us with excellent financial advice over the past few years. Their approach is both professional and personal, with sound advice and efficient follow-up of any issues and financial arrangements. Through sound financial advice, MoneyDoctor has saved me several thousand pounds on my mortgage, as well as allowing my savings to grow and work effectively for me and my family. I would recommend them without hesitation.

Mr J Auld, Consultant Orthopaedic Surgeon

In the ten years that MoneyDoctor has acted as our Independent Financial Adviser and has given us truly independent, appropriate and sensible advice on investments in our chosen risk bracket. They are knowledgeable, up to date, highly competent and efficient and have been instrumental in helping us to build a portfolio that has produced excellent returns even in a time of economic downturn. We could not recommend them more highly.

Dr Roy Harris, OBE and Mrs Anne Harris

I have been a client of MoneyDoctor for four years, and have been extremely happy and satisfied with the service and advice that has been provided. The advice is genuine and independent with a friendly approach. Meetings are arranged at convenient times to suit me with consideration given for my own busy working week. Work undertaken is carried out professionally and efficiently.

Dr Sham, General Practitioner

With the arrival of our first baby, impending promotion at work and our need for a bigger home, 2010 was a very hectic year. We invited a member of the MoneyDoctor team to visit us at home and thereafter they diligently went about consolidating our financial position suggesting a useful, structured and coherent plan. With life remaining dynamic, the team at MoneyDoctor are completely comfortable and proactive in adapting to any change that we throw their way. In doing so they have earned our trust and confidence in assisting us plan our future.

Dr Anne Dancey and Major Kevin Price, Plastic Surgeon

I am very happy to recommend MoneyDoctor, having used their services for many years. They have always understood both my current financial circumstances and future plans and offered helpful advice with a range of options. They are always accessible to discuss changing circumstances. The team knows my family well and I value their friendly and efficient professionalism.

Dr B Batty, General Practitioner

My experience has been that MoneyDoctor has provided a personal touch, and has been reliable, trustworthy and supportive. All the advice he has given over the years has been very sound.

Dr R Southam, Occupational Physician

I have been a client of MoneyDoctor over several years, they have always provided me with full information, a risk and options appraisal and given me time to discuss the issues and decide on a strategy to protect my family, income and future as well as invest and save sensibly. This is all done in a professional, non-pressurised and personable fashion and I would thoroughly recommend them.

Dr P. Wood, GP

I heard of MoneyDoctor by word of mouth which is usually a good sign, from my partner who worked with them. Following a number of interviews I handed my financial affairs to them at a time of significant importance, namely my retirement and the investment of my lump sum. We meet regularly, with well-prepared statistics about my investments. The returns have been fantastic and I have without hesitation recommended them to other colleagues.

Dr Armstrong,

MoneyDoctor have now been helping me manage my family’s financial affairs for more than ten years. During this time they have provided sound advice that has helped my family through three house moves and numerous changes in income co-incident with progression through my career.

In recent years they have also taken more of a role in managing any investment funds, income protection and the like with us doing little more than signing the appropriate forms. All round they provide a service that is extremely reliable, up to date and highly recommended to anyone seeking independent financial advice.

Mr Graetz, Consultant Transplant Surgeon

I have worked with MoneyDoctor for several years now. They were recommended by the husband of one of my business partners who is a fund manager. I thought if they were good enough for him they must be good enough for me! I have been very pleased with the service received.

Specifically, there is a sense of progressive interest in all aspects of your financial life- from savings to life cover to PHI to mortgages to retirement planning. I am kept updated by emails and by written reports. Meetings are convenient and occur at my home with times to suit my busy working day. I like the fact that the company can choose products independently as they are not tied to a specific financial institution.

When my investments grew to a specific size they were quick to advise me how I could further capitalise on this with active Fund Management with a broker based service. I get a real sense of personally tailored financial care which is what I am looking for in an IFA.

Dr M C Lowden, GP Principal

We have been with MoneyDoctor for more than five years and find them to be both efficient and diligent when looking after the needs of their clients. As individuals with very busy lifestyles, we have found MoneyDoctor to be reliable and well informed, keeping us up to date with current financial products suitable for our financial strategies. The staff are professional and knowledgeable, yet easy to understand. They make wealth management an important part of one’s future planning in an easy to manage way.

One of the big positives for us is that no matter wherever you are located in the country, MoneyDoctor make the time to come to you to review and discuss your portfolio. A dedicated advisor you can liaise with as and when required. It’s this personal service that really distinguishes MoneyDoctor from other leading Wealth Management Companies. Highly recommended – a reputable company who say it as it is and treat your investments as if they were their own.

Dr M Dey and Mrs S Dey, Ophthalmic Surgeon and Commercial Manager

Excellent for providing considered advice at your pace in the surrounds of your sitting room.

Prof. Alan R. Watson, Emeritus Professor of Paediatric Nephrology

I have worked with MoneyDoctor since their inception. I am very impressed with the personal, pro-active service they give to clients. I regularly refer my clients to MoneyDoctor Wealth Management as I am confident that they will provide an excellent service and my client’s personal assets will be in safe hands.

MoneyDoctor has a great supportive team who are always willing to help and provide information to help our mutual clients. I look forward to continuing our professional relationship in years to come.

Lynne Buchholz, Pearson Buchholz Ltd, Chartered Accountants and Business Advisors

Meet the team

MoneyDoctor has over 80 years' experience providing financial advice to medical professionals...

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Resources

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