SuCCess Wealth Management boast a dedicated team of specialist advisers, committed to assisting clients across all professions, and with specific experience and expertise within the healthcare professions.
We understand the financial nuances of the medical and dental professions and our specialist advisers are committed to assisting clients within these sectors, leaning on our in-depth knowledge of the various sections and aspects of the NHS Pension Schemes to support medical professionals.
We are on-hand to help guide you and provide tailored financial solutions, which can help to reduce the impact of the continued changes to the NHS Pension Scheme and other rules and regulation, such as the ramifications of the recent McLeod judgement.
We appreciate that our clients have busy lives and so we strive to make our service more accessible. Initial consultations can be conducted face to face, via Teams, email or telephone.
Despite being located in the Belfast, SuCCess Wealth Management provides a national service to all of our clients across the UK & Ireland.
We offer pension clinics and workshops where one of our staff can visit your premises and spend the day consulting with partners and key staff on pension matters. An appropriate financial plan is agreed for all of our clients, implementing sound strategies, to tackle any changes that may occur in your personal life or as part of the NHS Pension structural reforms. We also offer an annual review service.
If you have a query or you wish to discuss our services in more detail and discover how we can assist you in achieving your financial objectives, please contact our Belfast office and we will be happy to discuss arrangements to speak with you and your team.
Where a client’s circumstances require specialist advice, and the local office does not hold the necessary permission from the Financial Conduct Authority, we can draw on the wider specialist expertise available within Perspective Financial Group Ltd nationally. Many of our financial planners hold advanced qualifications in specialist areas of advice, as well as having decades of experience in solving almost all financial planning related issues.
Discover Expert Investment Advice
If you’re looking for personalised investment strategies, our expert team is here to guide you. Contact us today for a complimentary initial consultation and take the first step toward achieving your financial goals.