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Future-Proof Your Finances: Planning with Confidence

April 30, 2026 Wealth Genius Events Team

Overview

We are hosting an in-person session designed for healthcare professionals who want to better understand key financial topics, including NHS pensions, taxation and mortgage planning.

This session will bring together multiple speakers to cover important areas in a clear and structured way, helping you build a better understanding of how different financial elements may affect your current position and future planning.

Event Details

Date: 30th April 2026
Time: 6:30 PM onwards
Venue: Haveli Coedcae Ln, Talbot Green, Pontyclun CF72 9HJ
RSVP Deadline: 28th April 2026

Chairing the Session

Dr. Raja Biswas (MBE)
Consultant Physician & Geriatrician

Mr. Parin Shah
Consultant Colorectal Surgeon

Agenda

NHS Pension Update

Speaker: Dinesh Bharwani, Principal Consultant
Duration: 40 minutes

Topics include:

  • Overview of the NHS Pension Scheme
  • Key sections within the scheme
  • How benefits are built in the 2015 scheme
  • Annual Allowance considerations
  • 60% tax trap explained

Income Tax Update

Speaker: John Wooley, Director, Wooltech Ltd
Duration: 30 minutes

This session will cover:

  • How current income tax thresholds may apply
  • When individuals may be affected
  • Practical considerations when reviewing your tax position

Mortgage Planning – Making Smarter Borrowing Decisions

Speaker: Kreshay Bharwani, Wealth Genius
Duration: 10 minutes

Topics include:

  • Mortgage interest rate environment
  • Factors influencing borrowing decisions
  • Considerations for future planning

Who Should Attend

This event is suitable for:

  • NHS doctors and healthcare professionals
  • Individuals reviewing pension, tax or mortgage decisions
  • Those early in their careers looking to build financial understanding
  • Anyone seeking clarity on financial planning topics

What to Expect

  • Structured presentations across key financial areas
  • Clear explanations in plain English
  • Opportunity to ask questions during the Q&A session
  • Dinner and refreshments, including a two-course meal

Reserve Your Place

Places are limited to maintain a focused and engaging session.

👉 Register using the link below:

Click to Register

Once registered, you will receive confirmation and further event details.

For any queries, contact: support@wealthgenius.co.uk

Important Information

This event is provided for educational and informational purposes only and does not constitute financial advice. The information presented is general in nature and may not be suitable for all individual circumstances.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.

Your home may be repossessed if you do not keep up repayments on a mortgage or other debt secured on it.

Business Property Relief (BPR) investments carry risks, including reduced liquidity and potential loss of capital.

Wealth Genius Ltd is an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.