Trust matters to us
Our TRUST Principals are at the heart of your journey to financial wellbeing. We adopt five key principals to provide the best solution for you.
Find out how we use them to provide the best solution for you.
T – Tell us about you
We take time to understand your needs and aspirations and we are looking forward to getting to know you.
The more we understand about our clients, the more we can achieve for them. Complete the contact form and a MoneyDoctor Wealth Manager will contact you within 24 hours. We'll explain how we work, find out more about you and discuss the information you will need to provide us with.
We will then book a wealth planning meeting for you and your Wealth Manager to agree the services you require in more detail so that we can begin working with you. It’s the first step in your journey towards wealth management, just as many medical professionals have done before you.
R – Review
We never stop looking for ways to do more for you.
We recognise that our clients’ financial needs, circumstances and objectives can change. Because the solution we will provide is bespoke to your needs, change is never a problem. Our regular reviews ensure that the solutions we provide deliver optimum results and help us to identify any new services that would be beneficial to your wealth management.
We also closely monitor developments in the financial world, providing you with accurate and astute advice at all times. Whatever changes in your world, MoneyDoctor can help you make the most of them.
U – Understand
We take time to understand your objectives, the options available and the market in which we operate. We pride ourselves in our expertise, gained through many years’ experience.
At MoneyDoctor we don’t assume. We ask.
We take time to thoroughly understand each of our clients, from your objectives and attitude to risk to your long and short term aims. Based on this understanding and our expert knowledge of the many solutions and providers available, your personal Wealth Manager will research the best options for you.
We also carry out ongoing due diligence into the market and financial conditions, furnishing you with a wealth management solution you can trust.
S – Solutions
Ours are innovative and effective, designed to meet your precise requirements and exceed your expectations.
Our tailored solutions are designed to offer medical professions a complete range of wealth protection services, including:
- Wealth management
- Contingency funds
- Savings and investments
- Inheritance tax planning
T – Take Action
We take action quickly and efficiently. Our processes are highly effective and completely transparent, so you’ll always know what to expect from us.
At MoneyDoctor we pride ourselves on the efficient, effective and transparent way in which we work. We are committed to regular review meetings with you. Our aim is to communicate clearly and always be available to respond to any questions you might have.