chartered financial planner

medical professionals

Like any medical professional, you may find that you rarely have enough time to deal with your own financial affairs. We at Sigma understand the complexities related to you and are one of the few Chartered Financial Planning firms who specialise in this field.

Whether you act as a Doctor, Dentist or Vet we have a specialist understanding of your career path and the employer benefits that you should be entitled to. As such we develop tailored financial plans addressing six keys areas:

  1. Short term plans including debt management and ensuring you have sufficient
    cash put to one side to cover short term needs.
  2. Medium-to-longer term savings to meet specific aims as well as general
    capital accumulation.
  3. Pension planning to compliment your existing provision including the benefits
    of buying added years
  4. Mortgage planning to ensure interest rate costs are under control
  5. Protection for you and your loved ones against critical illness and injury
  6. Tax planning to ensure you make the most of the allowance available to you

Sigma work on a transparent fee basis rather than using opaque commission structures. As such,
our fees and services are agreed at outset enabling you to choose the right solution for you.

For more information about Sigma or any of our services call: 01565 653550

news

Sigma welcome a new Client Manager to the team

Honorata Poole has become Sigma's latest member of the Client Management team.  Honor brings a wealth of experience from her employment with other local firms in the area and is relishing the challenge of assisting Sigma with its development plans.  Welcome on board Honor...

For a FREE
initial meeting, please call

01565 653550