What are you waiting for?
Ready to take the next step? Let’s bring your vision to life! Explore our services and get in touch today for a consultation. Together, we’ll make it happen.
Who we help
Are you a time poor medical professional, trying to balance the reality of a busy NHS practice, hectic home life and demanding private practice.
These income streams can have an impact on each other and how best to plan and save for the future. Add into the mix the ever changing environment of NHS pensions and tax regulation, keeping up to date with your financial situation for the future becomes an ever increasing challenge.
How we can help
At Foundations Financial Planning, we speak your language, we understand that after a three session day in the operating theatre, or an over booked clinic, having the energy to process complex financial matters is difficult.
That’s where Foundations Financial Planning can help, whether you are operating in the NHS, Independent Sector, Academia or a mix of all three, we make sense of complex financial situations, so you can live life on your terms, and build the future you want. Using our 5-step lifestyle financial planning process, we create your Financial Foundations Plan.
Building your foundations
You’ve read the steps of how we work with you. If you’re ready to learn more about our company, click the link below.
That’s our why
Foundations Financial Planning are here to help people like you, we work alongside you to, to help you understand the complex landscape of NHS pensions, how your private practice income interacts with your NHS renumeration. We will build a Foundations Financial Plan together, that helps you save as efficiently as possible for the future you have been working so hard for, whether thats a phased retirement, early retirement or to take the plunge on a specific date, we are here to make your plans a reality.
Client Testimonials
Don’t take our word for it – here’s what our clients say:
Dr G. Mattocks
Consultant, Whipps Cross Hospital
” I have had the pleasure of working with Morris for the last two years and can confidently say that he is a reliable and knowledgeable professional.
He consistently brings a thoughtful and informed approach to his work, and interactions with him are always positive and collegial.
His calm, friendly manner and commitment to high standards make him a valued member of any team.”
Dr S. Nikolic
Consultant, The Royal London hospital
” I have no hesitation in recommending Morris to anyone seeking financial advice.
In the ten years I have known him professionally he has always shown the utmost
integrity and probity and is transparent in all his dealings. In addition, he is unfailingly
diligent, responsible and entirely trustworthy. I have also come to know him personally so can vouch too for his kindness, good humour and strength of
character.”
Mr B. Fear
UK Country Director
” I have had the genuine pleasure of knowing and working with Morris for several years.
A deep understanding of the subject matter is paired with an enjoyable countenance that makes interactions with him invariably; interesting, enjoyable and beneficial.
I cannot recommend him highly enough.”