Wealth Management Proposition for Medical Professionals

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

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