Altus Wealth Management are one of the few firms in the UK to boast a dedicated team of specialist advisers, committed to assisting clients across the Healthcare Professions.

We understand the financial nuances of the medical and dental professions and are one of the few Chartered Financial Planners in the UK to boast a dedicated team of specialist advisers, committed to assisting clients within the medical and dental professions.

We are on-hand to help guide you and provide tailored financial solutions, which can help to reduce the impact of the continued changes to the NHS Pension Scheme and other rules and regulation such as the lifetime allowance.

Consultations

We appreciate that our clients have busy lives and so we strive to make our service more accessible. Initial consultations can be conducted face to face, via Teams, email or telephone.

Despite being located in the North East, Altus Wealth Management provides a national service to all of our clients – some being located as far as Brighton, Wales & Aberdeen!

Pension Clinic & Workshops

We offer pension clinics and workshops where one of our staff can visit your premises and spend the day consulting with partners and key staff on pension matters. An appropriate financial plan is agreed for all of our clients, implementing sound strategies, to tackle any changes that may occur in your personal life or as part of the NHS Pension structural reforms. We also offer an annual review service.

If you have a query or you wish to discuss our services in more detail and discover how we can assist you in achieving your financial objectives, please contact Mike Gordon.

How can we help?

  • Pensions & Retirement Planning
  • Lifetime & Annual Allowance Counselling
  • Cash Flow Modelling
  • Savings & Investments
  • Estate Planning
  • Locum Insurance

Where a client’s circumstances require specialist advice, and the local office does not hold the necessary permission from the Financial Conduct Authority, we can draw on the wider specialist expertise available within Perspective Financial Group Ltd nationally. Many of our financial planners hold advanced qualifications in specialist areas of advice, as well as having decades of experience in solving almost all financial planning related issues.