Welcome to Doctors Invest Direct

At Doctors Invest Direct we provide expert independent financial advice and wealth management services to Doctors and Dentists. As a company we are dedicated to providing a very personal service to our clients across the UK.

Specialist Advice

If you take advice from us then you can do so in the knowledge that our advisers are well versed in guiding members of your profession.

We are committed to providing independent financial advice where first and foremost we represent the interests of our clients. We do not exist to serve insurance companies or investment houses.

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Our Services 

We specialise in advising doctors and dentists who want to:

  • Make lump sum investments
  • Review investments and pensions
  • Understand their NHS pension benefits
  • Take personal pension benefits
  • Manage wealth in retirement
  • Mitigate inheritance tax
  • Protect their family

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Retirement Planning

Regardless of your age, it is important to receive expert and professional advice on your retirement planning.

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Investment Planning

Putting into place and then managing the right investment strategy will be pivotal in securing your financial future.

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Financial Planning

Today’s uncertainties have made it more important than ever to give yourself and your family strong financial foundations.

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  • Retirement Planning for Doctors and Dentists

Retirement Planning Checklist

May 10th, 2016|0 Comments

The Basics • When do you want to retire? • Do you want to retire early? • How much income do you need in retirement? NHS Pension • How much is your NHS Pension [...]

  • Buy-to-let under attack

Buy-to-let under attack

February 4th, 2016|0 Comments

Over the last 15 years investors have flocked to the buy-to-let market. There have, of course, been compelling reasons to do so. The yields on offer have been enhanced by rock bottom interest rates [...]

  • Financial-Surgrery Cover

Financial Surgery Magazine – November 2016

November 9th, 2016|Comments Off on Financial Surgery Magazine – November 2016

Click here to view Are you a doctor and dentist in your 50s and in need of guidance on the implications of changes in pension limits introduced from April 2016? This month saw the introduction of [...]

The benefits of using an IFA

  • Identify problems and goals: Your adviser will help you to fully understand your existing financial circumstances and give you a clearer idea of what your objectives should be.
  • Expertise: You might be unfamiliar with, or uninterested in, the complexities of the financial world. Your adviser will help you develop a strategy before researching the market for the best products and providers available.
  • Tax Efficiency: Your adviser will consider all of the potential income tax, capital gains tax and inheritance tax liabilities.
  • Peace of mind and security: Your finances will be regularly monitored by us and our review meetings will ensure that everything remains on track.
  • Save Time: You might be too busy with work commitments or family life to take a regular, organised look at your finances. Having an adviser will also prevent procrastination.
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