NHS Financial Planner
Trusted by NHS professionals across 47 specialties

Your Complete NHS Career & Financial Partner

From medical school to retirement: AI-powered document analysis, career progression planning, pension optimisation, and direct connections to NHS-specialist financial advisors. Everything you need to maximise your NHS career potential.

Save 8+ hours monthly across all financial admin
Model career moves with precise financial impact
30+ document types analysed in under 30 seconds
Connect with verified NHS financial specialists

For educational purposes only • Not financial advice • Consult qualified advisors for personal planning

20+
NHS Document Types
All
NHS Career Stages
24/7
AI Support
Instant
Career Insights

See Your Platform In Action

Experience how our AI instantly analyses NHS documents and provides personalised financial insights. Try the interactive demo below - no signup required.

Interactive Demo

Upload NHS Document

Drag & drop any NHS pension or pay document

Click to upload NHS document

Supports: Payslips, Pension Statements, P60s, Annual Reviews

Specialised NHS Document Analysis

Automatic processing for your most important NHS pension and financial documents

NHS Pension Documents

Annual Benefit Statements, Total Reward Statements, Pension Savings Statements

NHS Pay Documents

Monthly Payslips, P60s, Clinical Excellence Awards

Tax & Allowance

Annual Allowance Statements, Self Assessment, Pension Input Statements

Protection & Transitions

Protection Status, Scheme Transitions, McCloud Documents

Death & Retirement

Death Benefits, Nomination Forms, Retirement Estimates

Training & Education

E-Portfolio, ARCP Outcomes, CCT, Educational Reports, MSF, Exam Results

Clinical Documentation

MDT Documentation, Clinical Audits, Research, Incident Reports, Patient Feedback

Professional Registration

GMC Registration, License to Practice, Professional Indemnity, Specialty Registration

Complete NHS Career & Financial Intelligence

AI document analysis, career modelling, pension optimisation, tax planning, and direct access to NHS-specialist professionals - everything you need in one platform

Instant Document Intelligence

Upload any NHS document - from annual benefit statements to training portfolios. Get immediate extraction of key data, career implications, and next steps.

  • 30+ NHS document types (payslips, P60s, contracts, portfolios)
  • Career impact analysis & pay progression tracking
  • Tax implications & pension scheme optimisation

NHS Career Modeling

Model every career decision with 20+ NHS-specific calculators. Should you go locum? Take that consultant post? See the lifetime financial impact instantly.

  • Career progression & salary modeling across all specialties
  • Training costs vs. long-term earnings analysis
  • Part-time, LTFT & maternity leave impact calculations

24/7 AI Assistant

Get instant informational guidance on NHS career and pension questions. AI-powered insights to help you understand your options.

  • Real-time policy updates
  • Informational career guidance
  • Document-specific insights

Chat with Your NHS AI Assistant

Get instant answers to NHS career and pension questions. Our AI understands complex NHS scenarios and provides personalised guidance based on your documents.

NHS AI Assistant

Ask any NHS career or pension question

Demo Mode

Try asking a question from the saved prompts

Or watch the demo conversation below

This is a demo - responses are simulated

✨ Over 50+ pre-written prompts covering pension planning, tax optimisation, career progression, and more

Direct Access to NHS Financial Experts

Skip the research. Get connected instantly with FCA-regulated financial advisors and AISMA-qualified accountants who specialise in NHS careers.

FCA-Regulated Financial Advisors

Connect with verified Independent Financial Advisors who understand NHS pension schemes, career transitions, and specialty-specific challenges.

  • NHS pension specialists (1995/2008/2015 schemes)
  • Location-based matching & specialty expertise
  • Colleague ratings & verified credentials

NHS-Specialist Accountants

Get matched with AISMA-qualified accountants who handle complex NHS tax situations, private practice setup, and annual allowance breaches.

  • Annual allowance & carry forward expertise
  • Private practice & partnership tax planning
  • Scheme Pays & tax charge management

How Professional Matching Works

1

Share Your Needs: Tell us your specialty, location, and what you need help with

2

Smart Matching: Our algorithm finds the best-rated professionals in your area

3

Direct Connection: Get introduced within 48 hours with preferential rates

Trusted by NHS Professionals

See what your colleagues are saying about us

"The AI caught my annual allowance breach 6 months early - saved me £8,400 in tax charges I didn't know I owed. The career modelling helped me decide between locum work and taking the consultant post. Saved 12+ hours of research and calculations."

Dr. Sarah Thompson

Consultant Anaesthetist

"The LTFT calculator showed me I could maintain 90% of my pension benefits working 80% time during training. Document analysis of my training contract revealed I was missing £180/month in banding supplements. Game changer for work-life balance planning."

James Wilson

CT2 Doctor

"Partnership document analysis showed I could restructure my profit share to save £3,200 annually in tax. The IFA matching connected me with someone who specialises in GP partnerships - avoided a costly generic advisor mistake. Platform paid for itself in the first month."

Dr. Emily Chen

GP Partner

"CEA calculator showed my Bronze award application was actually costing me money due to pension implications - saved me from a £4,800 mistake. The shift pattern analyser optimised my additional sessions to maximise take-home pay. Brilliant for complex consultant finances."

Dr. Michael Patel

Emergency Medicine Consultant

"Maternity leave planner showed me exactly how to maintain pension benefits during 12 months off - saved £2,100 in lost contributions I didn't know about. The career timeline calculator helped me model LTFT training vs full-time progression. Essential for any female doctor planning a family."

Dr. Rachel Williams

Specialty Registrar

"As a Band 8a manager, the career progression calculator helped me understand the financial impact of moving to 8b vs staying clinical. Document analysis of my job evaluation showed I was underpaid by one increment - resulted in £2,800 back pay. Essential tool for any senior nurse considering management."

Mark Henderson

Senior Nurse Manager

"The AI analysis of my senior management contract identified £1,200 in annual allowance savings I'd missed. Professional plan connected me with an accountant who specialises in NHS leadership - transformed my approach to pension planning across both schemes. Essential for senior management roles."

Amanda Foster

NHS Finance Director

"Private practice calculator showed me exactly how much I could earn alongside my Band 7 NHS role without pension implications. Document sharing with my IFA streamlined my financial review - saved £400 in advisor fees. Perfect for allied health professionals with portfolio careers."

Priya Kapoor

Specialist Physiotherapist

Secure Infrastructure

Your data is encrypted and protected

Time-Saving

Focus on your patients, not paperwork

Made for NHS

Built specifically for healthcare professionals

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