fortis medical

Financial planning and investment advice for senior medical professionals

What we do

Financial Planning

We look to work with our clients for the long term. To be able to do this we need to understand you, your practice and your goals
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About You

We work with senior medical professionals, often with complex financial planning requirements
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Investment Management

The Fortis investment philosophy also has it’s founding in medicine. We believe in a robust, evidence based approach to investment
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About Us

Fortis Medical was founded to provide genuinely expert financial advice to Doctors and their families, something non-specialist advisers are simply not able to do well enough.

The complexity involved in financial planning for a successful medical professional has increased almost unimaginably in recent years.  Much of this relates to the ever-increasing level of tax and complexity involved with even “sensible” financial planning.

The pressures of the NHS and alongside a rapid evolution in the private practice market has meant medical careers are more varied than ever.

By its nature this brings complexity and the requirement for good financial planning.

About You

We work with senior medical professionals, often with complex financial planning requirements

  • A full time NHS Consultant approaching retirement and want to understand how best to do this and make the most of your pension benefits
  • Focused on your growing private practice and how best to structure your income and generally be tax efficient
  • Looking to plan for the longer term - for example considering inheritance tax planning
  • An owner of medical business considering "exit planning"
  • An academic with various roles and wary of the complexity of planning your finances and retirement

Or you might be all of the above

get in touch

Please feel free to get in touch to arrange a consultation
Fortis Medical is a trading name of Fortis Medical Finance Ltd which is authorised and regulated by the Financial Conduct Authority, FCA register number 1002289.

Fortis Medical Finance Ltd is registered in England and Wales, registered Number 15025620. Registered office: 4th Floor Silverstream House 45 Fitzroy Street, Fitzrovia, London, England, W1T 6EB