Health & family
Protecting you and your family.
Our advisers will work smartly with you, aligning all your financial objectives and investment goals.
Why Choose MoneyDoctor?
Creating personal wealth
We believe your money should work as hard as you did to earn it. That’s why we’ll advise on investments that will give you the best opportunity for growth in line with your overall attitude to risk.
Bespoke solutions
We’ll listen and deliver wealth management solutions whether you’re looking for higher or lower risk. We will tailor advice to your personal situation.
Socially responsible investing
We recognise that environmental, social and corporate governance (ESG) factors may be important to our clients. Our investment advice can accommodate this strategy.
Global investing
We have access to global investment strategies. This gives the option of diversification which increases the chances of a successful return for our clients.
Wealth creation
Our expert financial advisers will regularly review your investments to check performance and suitability. We can create tailored individual portfolios as well as bespoke MoneyDoctor portfolios which are actively managed. Our skills allow us to advise on the whole of the market and provide sound risk management.
Ethical & socially responsible investments
We can recommend and tailor ethical investment strategies to your social outlook, where we take into account the social impact of your investment. MoneyDoctor can ensure effective solutions for your ESG portfolio.
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
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 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
MoneyDoctor have now been helping me manage my family’s financial affairs for more than ten years. 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
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
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