When working with a financial planner, it’s vital that you understand what they stand for. The simple mission of the Wealth Doctor is:

To care for our clients finances so they have financial security and can enjoy their wealth.

To offer a caring, holistic approach to financial planning, that helps clients fulfil their dreams and aspirations, with knowledge, professionalism, and trust at its core.

Supporting this central aim are our founding principles:

• Independence: Since we’re unrestricted with no ties to any third-party product provider, we’re free to always act in your best interests, and search the whole of the market for the solutions that are right for you.
• Customer service: You come first, always – we simply help you to achieve your life goals with the utmost professionalism.
• Scientific approach: Using the most up-to-date systems and research tools, we aim to make sure you always receive the best advice, based on objective evidence rather than outdated approaches of old.
• Simplicity: Our goal wherever possible is to recommend simple cost-effective solutions first, instead of more unnecessarily complex plans.
• Trust and integrity: You can count on us to clearly articulate costs and benefits, with no hidden agenda, so you can make informed decisions.
• Value for money: Ultimately, the potential benefits of working with us should be greater than any costs and charges.
• Wealth is more than money: We want to provide you with financial security so you can enjoy what really matters to you.

If our values align with your expectations, we’d love to discuss how we can help you. Get in touch to start your journey with us.