NHS Pension Specialist & Financial planning solutions for doctors and NHS professionals

NHS Pension Specialists for Doctors & NHS Professionals

Bespoke financial and retirement planning for members of the NHS Pension Scheme

You have spent you’re life looking after us.

Let us look after you.

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I want regulated independent financial advice
I want to focus on financial and retirement planning options only
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Our clients are building lives, not chasing numbers.

Financial plans designed around the life you actually want to live.

“I don’t want to work until 67.”

You’ve spent your career looking after others. Let us help look after your future.

Our financial planning services are designed specifically for NHS consultants, GPs, dentists, nurses and senior NHS professionals whose financial lives are often complicated by the NHS Pension Scheme.

We help you understand what you already have, protect and build wealth both inside and outside the NHS Pension, and explore the financial choices that could give you greater freedom over when and how you retire.

That may mean retiring earlier. Reducing unnecessary tax. Building additional income outside the NHS Pension. Or simply knowing that you can afford to step back from work when the time feels right.

Working alongside you as a trusted financial planning partner, we bring together your NHS Pension, investments, savings, protection and wider finances into one coherent strategy.

Using detailed retirement modelling and cashflow planning, we can show you a range of possible futures — so you can see what happens if you retire at 60 instead of 67, reduce your hours, take partial retirement, return to work, or choose a completely different path.

Book a Free Discovery Call. 30 minutes. No obligation. If the Roadmap is not the right service for you, we will tell you.

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Meet the Founder

Rachael Hall DipPFS Cert CII (Life & Pensions)

NHS Pension Specialist, Wealth Strategist & Independent Financial Adviser

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As Featured In

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Generalist advice was not designed for the financial complexity of high-earning NHS professionals.

Your pension, tax position, earnings and retirement decisions are deeply interconnected. Change one variable and the consequences can ripple across the rest.

That is why NHS financial planning requires more than pension knowledge. It requires specialist expertise, sophisticated modelling and an understanding of how every moving part fits together.

Our NHS Pension Specialists are qualified financial advisers who combine specialist NHS pension knowledge with expert financial planning to design a strategy around you.

PENSION NEGLIGENCE

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Expert Witness Reports

Our expert witness reports provide clear, evidence-based analysis of pension advice, financial planning, and loss quantification, written to withstand scrutiny from solicitors, barristers, and the court.

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  • "Rachael has a wealth of knowledge and is able to translate it all into easily digestible and understandable chucks. She prioritises understanding her clients at the deepest level. Rachael supported me at a time of huge transition and was invaluable for me and my family. Thank you so much"

    J. Smith

  • "First and foremost, Rachael listens with care and understands what I'm looking for. Specifically, she has facilitated the transfer of investments and pensions to a user-friendly platform. There really is nothing more Rachael could have done. Her customer service is exemplary."

    B. Russell

  • "Rachael was extremely helpful and supportive at a very difficult time in my life, and dealt with emotional issues in a calm and professional manner. She explained everything in a way that was helpful and allowed me to explore my options without feeling overwhelmed and I trusted and appreciated her advice."

    K. Harrison

Meet the Team

Behind everything we do is a team of people who truly care. We bring our full selves to the table—open-minded, collaborative, and ready to make something great.

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