Wealth is
For many of us, wealth represents financial success.
But wealth also provides security, time and freedom.
At Wealth Doctor, we protect and grow your wealth.
By caring for your finances, you can focus on your passions and pursue your dreams.
Wealth. What does it mean to you?
Introducing the WEALTH Doctor
I originally worked as an NHS doctor, and after a successful career, decided to retrain as a financial planner. You may ask why? There are many parallels between the two fields and both roles have the potential to dramatically change people’s lives for the better.
Your health and your wealth are inextricably linked. Money worries can harm your overall wellbeing. Life is also unpredictable, so it’s important to make the most of every day. That’s why it’s crucial to seek expert help, and I’m proud to offer something few others can.
Listening, empathy, knowledge, and trust are accepted as basic skills of a physician. These qualities are so important when helping clients too, but aren’t always seen in the financial world.
I’m committed to offering a better alternative, with comprehensive bespoke financial planning tailored to your individual circumstances and objectives, using the most modern systems and techniques.
Dr Josh Lewis,
Founder
Meet the team
If you’ve been looking for a group of professionals that can blend technical expertise with empathy to help you achieve your financial and life goals, then look no further. We are a close-knit group of specialists, all with one mission: a desire to help you find long-lasting financial happiness.
Read reviews from real clients
You can always expect a first-rate service from us, but don’t just take our word for it.
Instead, read the excellent reviews left by our valued clients on VouchedFor, the UK’s leading independent rating platform for financial planners. Click the link to read more.
Your questions, answered
“The important thing is to never stop questioning.” – Albert Einstein
We encourage our clients to ask questions. This involves them directly in understanding how we can help, enabling us to work together to design the financial future of their dreams. We’ve answered the questions we’re most often asked here.
Yes. This is increasingly important to many of our clients, and we routinely recommend investments that meet general and specific requirements.
Another financial planner in our company will always be able to help with anything that requires urgent attention. For anything services-related, our support staff will be available to assist.
A typical initial meeting will last approximately one hour. But there’s no real time limit, as we want you to be free to talk as you wish while we actively listen.
