We have a great depth of knowledge of all sections of the NHS Pension scheme, 1995, 2008 & 2015. Together with a thorough understanding of the career progression, over the working lives of both Hospital Doctors and Dentists, and General Medical and Dental Practitioners. Consideration over the tax implications of these differing occupation styles, we are then able to design bespoke financial planning solutions, to complement the provision afforded to them by means of their contractual benefits. This adds great value and forms the basis of the financial solutions we provide, to protect both the member and their families over their working lifetime and beyond.
What sets us apart from other companies – JDL Medical and Financial prides itself on not needing to actively market its services to seek new clients. We have found that this area of our business has grown organically by client referrals, due to its bespoke trusted relationships. Our aim is to work closely with our clients to enhance their financial position, achieve their financial goals and preserve their wealth over their lifetime. To maintain the appropriate knowledge necessary to continually advise in this bespoke sector. Darryl-Louise Shirtliff regularly attends events hosted by The Institute of Chartered Accountants in England and Wales, where the head of the NHS pension scheme, Ross Mathieson also attends in the company of other leading Medical and Dental Accounting and Legal professionals.