“All financial success comes from acting on a plan. A lot of financial failure comes from reacting to the market.”
Nick Murray, Financial Professional & Writer
What We Do
Pension Advice
We advise on maximising pension tax relief allowances for GP’s & consultants; explain GMS/Private Pension Funding & Retirement Options; help with HSE Pension Entitlements for Medical Consultants and with the calculation and certification of Personal Fund Thresholds.
Practice Advice
We offer a number of services to your medical practice including advising on retirement strategies for GPs who want to pass on their practice and valuing your practice should you be thinking of selling it.
Protection Advice
We offer expert advice in this area including Family and Income Protection, so your family are looked after in the event of your passing or serious illness, and Partner Protection for GP Practices, so that the business is covered in the case of illness of one of the GPs.
Investment Advice
We offer a range of savings services, from advice on appropriate investment portfolios to ARF Investment reviews and portfolio allocations.
Financial Planning
We can help you plan for the future by creating an individual financial plan for you or by optimising your tax planning.
Who We Are
Oakwood Medscene (part of Oakwood Financial Advisors Group) has particular experience in advising the medical profession in all aspects of financial planning, tax minimization and retirement planning. We have acquired extensive knowledge in advising Doctors and hold very specialised expertise in this area. See below the services Oakwood Medscene can offer Medical Doctors.
Download our article on Making Sense of Revenue Pension Limits for Medical Professionals
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