MEDICS

We can look after your financial future

Call Us For Financial Advice

The right prescription to protect your finances

Whether you are junior doctor or a senior consultant, you often haven’t got the time to devote to overseeing your financial future.
Protection insurance policies for medics and doctors

As a junior doctor your priorities are likely to be more concerned with income protection. As a consultant, you probably had financial people advising you some years ago but you may not have had the opportunity to re-evaluate your circumstances since. The financial markets and taxation rules rules are constantly changing. We can help you keep abreast of developments by giving you a holistic review of all your finances, from your pension provision to making the most of your investments and savings.


We'll come to your aid.


At Penda, we specialise in financial advice for medical professionals who work in the National Health Service and private hospitals. We are pro-active and make regular visits to NHS hospitals in the North East of England to hold staff seminars. Here we are able to offer specific advice on a whole range of services encompassing mortgages, protection, and investments.
However, you don’t need to wait until we’ve made a scheduled visit to your hospital. Feel free to contact us whenever you need some advice. Call us 07789 900359 or send an email to info@pendafm.co.uk. We are here to help.

“I know it sounds like a cliché, but Angela’s advice on pensions and protection were just what this doctor ordered” Dr L, Royal Infirmary

Pension planners for doctors and consultants

Penda actively advises on retirement planning to ensure you take advantage of both your annual and lifetime pension allowances throughout your medical career. Regardless of where you are in life, it is always to review your pension plans and requirements.

Mortgage advice for medical professionals

Perhaps you've decided to move home and don't have the time to sort out the mortgage. Don't panic it's not an emergency but you proabably need some urgent assistance. We are here to help you, whether you are a first-time buyer or are remortgaging.

Financial planning and investment advisers

Are you interested in investing in your the future? Our wealth management portfolio comprises financial planning advice on a range of investment vehicles. Choosing the right investments should ensure financial growth and protect you against future inflation. Penda provides expert friendly advice and has access to a broad range of funds for you to choose from. We can help build your investments portfolio.

Advice on protecting your assets

Given your profession could you ever say "it'll never happen to me."  So you'll probably understand the importance of planning for the future, protecting your assets and looking after your family.

We provide effective solutions to take care of your insurance needs and ease your worries. Our protection advice encompasses income, mortgage, and family protection, together with life and critical illness cover.

Taxation planning specialists

Did you know lots of medical professionals are assigned the wrong tax code so some of you may be paying the incorrect amount of tax?  We understand that your profession is very stressful and you may be more concerned about patient's welfare than your PAYE tax code. We can quickly assess your current financial situation and advise you accordingly if your tax code needs updating.

And if you have any other concerns or doubts about your taxation, we can provide the advice tailored to you and your family. Our advisers specialise in tax efficient investment schemes and inheritance tax planning.

Book a consultation for a wealth check up

Wealth Management, Taxation and Investment Advice

Your shift patterns and hours can be hectic at times, especially if you are a junior doctor. So if you need our advice, we understand your situation and are very accommodating when it comes to arranging a meeting. We can meet you at a time and place of your convenience, during the day or the evening. After that, we can resolve anything else over the phone or via email.


So if you think you can benefit from our friendly professional financial advice, whether you are a junior doctor, surgeon or general practitioner, why not pick up the phone and call us on 07789 900359.


If we are busy just leave a voicemail and we will get back to you. Alternatively, drop us an email info@pendafm.co.uk


We can offer you individual, tailored advice and solutions that meet your needs. Just get in touch so we can examine the best options available to you.
Click on the links below for further information:
All financial advice is given by Penda Financial Management Ltd for advising on and arranging mortgages, insurance and personal investments.
Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it.
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