It can be difficult for healthcare professionals to find time in their schedule to manage personal finances.

However, it’s important to consider key financial questions such as:

  • How are you likely to be affected by pension changes?
  • Are your personal and business finances as tax-efficient as they could be?
  • How could rising practice costs and reduced profits affect you?
  • When would you like to retire?
  • Are early retirement or reduced working hours a possibility?
  • Would you like to leave, retire from or buy into a practice?
  • Are your personal financial affairs in need of a review?
  • Do you have effective locum* and income protection cover?

Our team can help you answer these questions and much more, with specialist expertise designed to get your personal and professional finances in shape.

*Locum cover and strategies for exit from a business may include products and services that are separate and distinct to those offered by St. James’s Place.

Matt provided a very thorough investigation of my financial position and offered a very detailed report. As a result of this, I have been able to make investments that are personally suited to my needs. I am extremely satisfied with the service and look forward to continued support. I am pleased to recommend Matt to anyone.

Mike Simpson, Dental Practice Owner and Chair of the South Cheshire Local Dental Committee

When it comes to your finances, Matt is able to stand back and see the big picture and this is the skill; he is then able to focus on the detail to optimise that picture. He saved me a fortune on my mortgage, guided me through the minefield of private and NHS pensions and continues to reduce that burden. I wish I had met him years ago, he is an excellent financial adviser.

Nick Cooper, Dental Practice Owner and DFT Programme Director

Matt has given me a great deal of assistance during the process of selling my practice, introducing dental-specific solicitors and forwarded planning with my NHS pension. He has always put my interests first by giving sound and trustworthy advice. The service and support have always been exceptional. I would not hesitate in recommending him to anyone.

Anant Patel, Dental Practice Owner

Your Local Financial Advisers

Matt Rhodes
Matt Rhodes


Gary Morgan
Gary Morgan

Chartered Financial Adviser