Surgeons

For surgeons, financial planning often comes second to understandable concerns about patients and workload, but with our help, your finances can get the attention they deserve.

For surgeons, financial planning often comes second to understandable concerns about patients and workload, but with our help, your finances can get the attention they deserve. Given the complex nature of health sector employment, including NHS pensions, leaving financial plans to chance can put future comfort at risk. It can also mean you pay more in tax than you should.

Our expert advice is tailored to your unique circumstances and specific financial goals. If you’re still at an early stage in your career, you may have education fees to pay for, while those with years of experience may be planning for retirement. If you carry out private work in addition to NHS, you might wonder about the best way to integrate this income. If you have a family, you may be concerned for the future in the case of unexpected illness or death.

Whatever your situation, we help you make the right choices to ensure you’re prepared for today and tomorrow. With us alongside you, you’ll be in great financial shape to achieve your future aspirations.

The value of St. James’s Place investments will be linked directly to the performance of your selected funds. The value can go down as well as up, and you could get back less than you invested.

Levels and bases of taxation, and reliefs from taxation, are subject to change. Tax relief values generally depend on your circumstances.

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
Wirral

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
Frodsham

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
Chester

Matt Rhodes
Matt Rhodes

Associate Director

altrincham
Joshua Jones
Joshua Jones

Financial Adviser

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