Bromley Financial Advisers

NHS Pension Advice

Are you a doctor, consultant, nurse, or another member of the NHS pension scheme in need of expert advice regarding your NHS pension benefits and retirement planning?

Perhaps, you are paying tax charges each year without fully understanding why?

Our NHS Pension Advisory Services Include

Creating Your Visual Life Plan

Understanding who you are and what is important to you. This is the foundation of our advice and underpins everything else. Our service is completely bespoke and personal to your unique situation – our NHS Pension Advisers are here to work for YOU.

Pensions Tax Support

Is it to your advantage to continue to pay tax charges each year or might there be an alternative strategy that works better for you?

McCloud Remedy Change

The McCloud Remedy, affecting NHS workers, addresses pension discrepancies from April 2015 to March 2022. It alters pension calculations and may trigger retroactive tax concerns for high earners. It also offers new retirement options. We assist with pension planning and tax matters related to this remedy.

Changes to Your Personal Circumstances

How does changing your job, salary and working hours impact your pension?

NHS Pension Advisers in Bromley

We are here to remove the jargon and provide NHS Pension Advice as to what is the right path for you so you can take the next step feeling confident. For many, not having enough knowledge or breadth of facts creates stress and anxiety and our job is to empower you to make a fully informed decision that benefits best both you and your family. 

It will provide you with peace of mind and clarity as the decision facing many in the NHS is often complex, and unique and could have a huge bearing on your retirement.

What You Can Expect When Working With Us

A No-obligation Initial Online Meeting

This is a very informal meeting and an opportunity for you to meet us and ask any initial questions that you may have.

Gathering The Data

We gather relevant data through structured discussions, ensuring a thorough understanding of your needs and preferences.

Analysing The Data

Our NHS Pension Advisers perform a comprehensive analysis of each path you can take and will take time to understand what it means for YOU.

An In-depth Full Discussion

A full discussion on the paths available to you and the pros and cons of each from a holistic and not just a financial perspective.

A Formal Report

We provide a formal document so that you are fully informed on the decisions you are making and have in your possession a crucial point of reference for the future.

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Butterfly Financial Planning Limited is a registered company in England, company registration number 10684845. Registered Address: Broadway Buildings, Elmfield Road, Bromley, Kent, BR1 1LW

Butterfly Financial Planning Limited is authorised and regulated by the Financial Conduct Authority, with the FCA firm reference number of 945907. The firm's regulated business is advising on and arranging regulated investments and insurance; the Financial Conduct Authority may not regulate other services.

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