Specialist Advice for Doctors, Surgeons, Dentists & GPs

Medical Wealth Management was born out of a shared recognition: that while medical professionals dedicate their lives to caring for others, their own financial wellbeing often takes a backseat.

We are a boutique financial advice house with extensive experience in the NHS Pension scheme designed to specifically to advise doctors, surgeons, dentists and GPs - helping them plan for their financial futures.

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SJP Approved 29/04/2026

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Medical Wealth Management Ltd is registered in England and Wales, Number 16462631. Registered Office: Suites C, D, E & F 14th Floor The Plaza, 100 Old Hall Street, Liverpool, Merseyside, L3 9QJ.