Cavendish Medical Ltd provides a full range of financial planning services to members and fellows of the ASGBI and can advise in the following areas:

• Tax efficient savings and investment structures
• NHS and USS pension schemes
• NHS flexible retirement options
• Personal pension, AVC, FSAVC, SIPP
• The Lifetime Allowance
• Retirement income analysis
• ISAs (cash and investment)
• National Savings and Investment products
• Fixed term cash accounts
• Endowments
• Life insurance, income protection and critical illness policies and their suitability
• Unit Trusts and general investments
• Investment bonds
• Offshore investment options
• Lifetime cashflow forecasting
• Inheritance tax mitigation
• Private education and university planning
• Mortgage review for residential and buy to let property