Expert financial
advice
for
NHS Staff

We help NHS staff like you plan your finances, from mortgages to savings and investments to retirement and estate planning and everything in between.

Bishop’s Tree Financial Planning are totally independent and whole-of-market so we only ever recommend solutions that match your own individual needs.

Book your free no obligation consultation

Services

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Mortages

We offer a value added service right through to completion, making getting a mortgage or remortgage as smooth and stress free for you as possible.

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Retirement Planning

We will talk you through the many options available to you and help you plan for the retirement you want, whether you are just starting out or approaching retirement.

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Savings and Investments

Our investment advice service offers you a range of options and more in-depth advice. If you become a customer, your Financial Consultant can assess your risk profile and savings objectives to give you all the information you need and help keep your plans on track.

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Income Protection

Insuring your income against illness or injury is important. We will take the stress out of the process for you. After gathering the information we need, we’ll speak to insurance companies for you to source the best cover at the most competitive rates on the market.

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IHT and Estate Planning

Providing for your loved ones is important for many of us. We can help you pass on your assets efficiently to the people you want while reducing and managing inheritance tax obligations.

Investments, and the income from them, may go down as well as up and you may get back less than the amount invested. Past performance is not a guide to future performance. Your home may be at risk if you fail to keep up payments on mortgages or any other loan secured on it.

Book your free no obligation consultation

Services

Our first meeting with you is a free review of your current position. Together we can agree those areas of your finances that you most need support with and how our advisers can add real value. After gathering the information and assessing your needs we’ll evaluate you current position and research the whole of the market to find the best solutions to you and your needs.

We understand that life can change quickly and that can impact on your own priorities and needs. That’s why we offer all clients an ongoing review service, to help you understand your position and make financial decision with confidence.