Occupational Health

We might be past the days of pocket money, but the concept of saving and investing will always stay the same. As an occupational health professional, you probably have less time to spare. We’re here to poke you on the shoulder, and to remind you that in order for your daydreams to become tangible, you need to rely on the organisation of your finances.

Little planning can leave you feeling restricted by the reality of complex financial products like pensions, investments and financial protection. By giving you the invaluable advice of one of our Independent Financial Advisers (IFA), we can help you match up the financial choices you make with the plans and aspirations you envisage.

Why should I have a financial plan?

It saves your future self the trouble of having last-minute financial flusters. It gives you scope to plan for the adventures, comforts and luxuries you hope to experience in the future. From saving up to help your children buy their first home to spoiling and supporting grandchildren, your financial plan might also reflect the future of your loved ones.

How does financial planning work?

Financial planning is never concrete, because priorities are always changing. Financial plans will vary from person to person, so discussing your desires with an adviser can contribute to the personal worth of your plan. If you choose to arrange a meeting with us, your IFA will ask:

  • Where are you now?
  • Where do you want to be?
  • How can we get you there?

It’s an ongoing journey, so even when it’s implemented, we will annually review your financial plan to make sure it correlates with ever-changing circumstances.

What you might like about IFAs

Our advisers are not limited to the products and advice of a single provider. They will listen to your plans, explore your financial options and search the available market. Independent and unbiased advice keeps the focus on you, and far away from the tangents of irrelevant advice.

Take our advice & say hello

If you’re a member of the Society of Occupational Medicine (SOM), you have the advantage of receiving advice from an IFA. If you have any questions or require further information, please call us on 01823 250750.

If you’re an occupational health professional and you’re looking to become a SOM member, please visit https://www.som.org.uk/membership to find out more.

 

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