Business Details
23 Years
experience
Specialist Financial Advisers for Medical Professionals
Money Dr has been providing tailored financial advice to medical professionals and their families since 2003. Our team of experienced advisers specialises in understanding the unique financial challenges faced by doctors, dentists, and healthcare professionals, offering bespoke solutions that align with their career trajectories and personal aspirations. Built on our TRUST principlesTell us about you, Review, Understand, Solutions, and Transparencywe prioritise long-term relationships over short-term gains.With in-depth expertise in NHS Pension schemes and inter-generational wealth planning, we combine over 90 years of collective experience to deliver innovative strategies. Our client testimonials highlight our ability to adapt to life changes, optimise mortgage savings, and generate strong investment returns even during economic downturns. Headquartered in Solihull, we serve clients across the UK, maintaining a commitment to ethical practices and regulatory compliance under the Financial Conduct Authority.
Services
Wealth Management
Investment Planning
Pension Advice
Mortgage Solutions
Estate Planning
NHS Pension Consultancy
Details
- Year established: 2003
Highlights and features
- Specialised financial solutions for medical professionals since 2003
- Over 90 years combined experience in healthcare sector financial planning
- Recognised NHS Pension scheme specialists with legislative expertise
- Transparent processes with documented client satisfaction guarantees
- Proven track record of investment returns during economic downturns
Associations and certifications
- Financial Conduct Authority
What people say
Excellent investment returns
Proactive adaptation to changes
Saved thousands on mortgages
Deep NHS Pension understanding
Personalised service approach
Services
Wealth Management
Our wealth management service creates comprehensive strategies to grow and protect client assets. We develop personalised plans considering current financial positions, future aspirations, and risk tolerance levels. With expertise in tax-efficient structures and diversified investment portfolios, we help medical professionals maximise their financial potential while maintaining appropriate risk controls.
Pension Advice
Specialist pension advice focuses on optimising retirement outcomes through NHS Pension scheme expertise and private pension consolidation. We provide detailed projections, contribution strategies, and flexible retirement options. Our approach ensures clients understand their entitlements and make informed decisions about their long-term financial security.
Investment Planning
We design tailored investment portfolios aligned with individual goals and risk profiles. Our strategies incorporate diversified assets, regular performance reviews, and tax-efficient wrappers. With documented success in generating returns during market volatility, we focus on long-term capital growth while maintaining appropriate risk parameters for medical professionals.
Mortgage Solutions
Our mortgage advisory service identifies optimal property financing options for medical professionals at all career stages. We analyse lending criteria, interest rate structures, and repayment strategies to secure competitive terms. Clients have saved thousands through remortgaging opportunities and specialist mortgage products tailored to healthcare professionals' unique circumstances.
Estate Planning
Estate planning ensures seamless wealth transfer to future generations while minimising inheritance tax liabilities. We implement trust structures, will provisions, and life assurance policies to protect assets. Our approach balances legal compliance with family needs, ensuring clients' wealth distribution wishes are clearly documented and effectively executed.
People
Neil Wright
Managing Director and Wealth Manager
With over 30 years in financial services, Neil specialises in NHS Pension schemes and has provided bespoke financial planning for medical professionals since 2004. He leads investment portfolio research and delivers client-focused solutions.
David Ford
Director and Wealth Manager
David has 20+ years of experience advising medical professionals. He focuses on inter-generational wealth planning and provides tailored financial solutions while maintaining long-term client relationships through regular face-to-face meetings.
Steve Brown
Director and Wealth Manager
With 35+ years in financial services, Steve specialises in creating personalised financial plans for medical professionals. His expertise includes adapting strategies to changing financial landscapes and building long-term client trust through transparent communication.
Tracey Clarke
Technical Team Manager & Chartered Financial Planner
Tracey has 40 years of financial services experience, specialising in pensions and NHS Pension schemes. As a Chartered Financial Planner, she provides technical expertise and ensures compliance with regulatory requirements for client financial plans.
Anne Donaldson
PA to Neil Wright / Office Manager
With 30+ years in financial services, Anne manages day-to-day client interactions and compliance processes. Her extensive experience in corporate and personal financial planning supports the team's operational efficiency and client service standards.
Questions
What financial services do you specialise in for medical professionals?
We specialise in NHS Pension planning, investment management, mortgage solutions, inter-generational wealth transfer, and retirement planning tailored to medical careers.
How do you adapt to changing client circumstances?
Our TRUST principles ensure continuous review and adaptation of financial plans, maintaining regular contact to address career progression, family changes, or legislative updates.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (register number 442144) and comply with UK financial regulations.
How do you handle investment risk management?
We create diversified portfolios aligned with individual risk profiles, with documented examples of maintaining returns during economic downturns through strategic asset allocation.
Can you assist with NHS Pension scheme complexities?
Our team has specialist knowledge of NHS Pension benefits, flexible retirement options, and legislative changes, providing clear guidance for medical professionals at all career stages.
