- Project status
- Project start date
- Not specified
- Project posted
- 22 Aug 2016 11:06
- Project duration (approx.)
- 5.0 Days
- Budget (approx.)
- £720 / day
- Financial Services, Hospital & Health Care
- Area of expertise
- Marketing, Sales / Business Development, Accounting and Finance
- Consultant location
Objectives and Key Deliverables
We are considering creating a bespoke wealth management proposition targeting medical professionals.
The proposition will consist of a financial planning and investment management aspect and be tailored to high net worth medical professionals who have an intricate renumeration package, and a complex mix of both NHS and private pensions which require specialist advice.
We are looking for a report outlining what medical professionals would look for in a wealth manager, at what renumeration level do medical professionals consider investment advice and the type of private and NHS pension advice they are looking for in particular.
Would be good to have a working knowledge of the medical and wealth management sectors