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NHS Financial Future
Trusted by NHS Professionals

Your Financial Future,
Secured with Confidence

Expert guidance on NHS pensions, retirement planning, and wealth management tailored for healthcare professionals across the UK.

Expert Advisors

Specialist guidance

Regulated Service

Fully compliant advice

NHS Focused

Healthcare professionals

Why Choose Wealth Genius?

At Wealth Genius, we specialise in delivering clarity, confidence and control over your financial life whether you’re an NHS doctor navigating McCloud Remedy, a GP planning retirement, or a professional investing for the future.

Trusted by doctors, GPs, NHS staff and public sector professionals

Specialist NHS pension & McCloud remedy guidance

Tailored financial planning & wealth strategies

Regulated advice under Quilter Financial Services Ltd

We provide clear, structured financial guidance to support informed decisions at every stage of your financial journey.

NHS Pension & McCloud Remedy Advice

Navigate the McCloud Pension Remedy with expert guidance:

  • Understand your Remediable Pension Savings Statement
  • Maximise Pension benefits without unnecessary risk
  • Clear next steps if you haven't received your statement
  • Specialist advice for doctors, Gps & NHS workforce
Start NHS pension review

Retirement & Pension Planning

Plan a retirement that meets your expectations, not your fears:

  • Personal pensions and executive pension planning
  • Annuities and income drawdown strategies
  • Carry forward & annual allowance reviews
Plan my retirement wisely

Wealth Management & Investment Guidance

Grow your assets with strategies that work:

  • Investment planning & equities
  • Collective funds, fixed interest & investment bonds
  • Diversified portfolio construction
Book investment consultation

Tax Planning & Mitigation

Protect your wealth from unnecessary tax charges:

  • Income tax planning
  • Capital gains tax planning
  • Inheritance tax planning
Book tax planning consultation

Why choose Wealth Genius

We don’t just recommend services — we craft strategic plans tailored to your life, career and goals.

Personalised
financial plans

Clear explanations,
no jargon

Actionable steps you
can implement today

Ongoing support
as your life changes

Testimonials

See What Our Clients Have to Say About Us

Review from
Verified Client

Wealth Genius have been providing me with advice and support in terms of investments and pension advice for a few years. I feel greatly supported with the excellent service particularly since I find it hard to get my head round financial jargon and concepts. They recently helped me with issues around my NHS pension and the annual allowance and the McCloud remedy which they took care of very efficiently. I would very much recommend their service.”


-Andrew I.

Review from
Verified Client

Dinesh has been exceptional in managing our mortgage and giving us excellent financial advice and will always respond promptly and answers our questions as quickly as possible. We have had an excellent service from Dinesh and would recommend him to anyone.”


-Samanthi K.

Review from
Verified Client

Very good service, keeps me updated and motivated. Would recommend.”


-Samanthi K.

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