Whether you own your Practice, are an employee, or work as a locum, your life will be busy, and having time to plan for yourself or plan for your business might not be something you want to venture into on your own. Our experienced financial advisers have been helping optometrists like you plan for their financial future for over 10 years. From insuring your Practice and home, to planning for a new home, retirement, or looking after you with Income Protection or Life insurance, we can help provide 20/20 vision around your financial future.
Book an appointment with an Independent Financial Adviser to discuss your financial future.
For you and your Family
All work and no play can… well you know the rest. We know the importance of enjoying quality time outside of work or even planning for full-time retirement. So, whether you would like advice around your financial future, or insurance to protect it – we can help.
For your Practice
Running an optometry practice means there is a lot to keep an eye on and it’s easy to lose sight of the other important aspects of organising a successful business. Our wide range of commercial cover can help give you effective protection and valuable peace of mind, leaving you to get on with the important job of helping people.
Looking for Policy Documents?
Click on this link to view all relevant policy documents:
Advice Zone
Stakeholder Pensions | Do you need to review what you offer your employees?
Date: 14/08/2023
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