The Annual Membership
The Membership is an ongoing service where you have access to our advisers all
year round. The service is annually renewable and gives you access to Pension
Intro and The Retirement Programme. Reports are limited to 5 scenarios per year and will be updated pending changes in fiscal policy and legislation.
Cost: £500 deposit and £295 per month (add a spouse or partner for total price is £495pm)
This covers:
-Initial consultation
-NHS Pension Calculation Report
-Full cashflow planning and scenario testing
-Retirement design meeting
-Written retirement plan
By the end, you’ll have everything from the Pension Intro and Cashflow
Planning sessions — plus a complete, personalised retirement roadmap.
"Seven Medical" is a trading style of Seven Stars Private Wealth Limited which is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Seven Stars Private Wealth Limited is entered on the FCA register (www.FCA.org.uk) under no. 1004978. Registered office: Kensington House, Bishop Auckland, DL14 6HX. Telephone number 01388 605785. Registered in England and Wales Number: 09788039. Please note that Seven Medical provides unregulated pension guidance and financial coaching for members of the NHS pension scheme and operates outside of the remit of the FCA. 2Plan wealth management Ltd is a wholly owned subsidiary of 2plan Group Ltd. 2Plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered onto the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270. © Copyright 2023 Seven Stars Private Wealth Limited. All rights reserved.
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