Why we started
The difference you’ll enjoy when dealing with us is due to the unique background of our founder, Dr Josh Lewis. Discover what this means for the service you’ll receive from our team.
Caring, by our
very nature
It’s increasingly recognised that medical well-being and financial health are interrelated. When clients provide personal information about their lives, they want someone who is professional, trustworthy , and genuinely cares. Our founder, Dr Josh Lewis, is uniquely qualified to provide all these skills.
In his long career as a GP, Josh was dedicated to successfully understanding and helping his patients. Josh later realised he could take that same approach and help clients with another areas where he could make a real difference to people’s lives: their finances.
Having retrained and become a fully qualified financial planner, Josh now provides a knowledgeable, considerate service, alongside his talented, committed team.
Wealth. What does it
really mean?
The word ‘wealth’ originates from the Old English term ‘wela’ meaning happiness and prosperity. These days, we associate the word with meaning financial success. And in modern society this is commonly viewed as the primary route to happiness.
However, you can have a lot of money and not be happy. And you can have less money and enjoy life. You can also be wealthy in non-material ways – a wealth of knowledge, talent, love for example.
At Wealth Doctor, we care for your finances and help you achieve financial independence. But we also want you to look at the bigger picture, and identify what makes you happy beyond money. Life is unpredictable, so it’s as important to enjoy the journey as it is to focus on the destination.
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.
