NHS Financial Planner

Complete Financial Intelligence for NHS Professionals

Advanced AI-powered document analysis, 20+ specialised calculators, and intelligent financial planning tools designed exclusively for NHS careers

20+ NHS Calculators
AI Document Analysis
Real-time Financial Data
Intelligent Document Processing

AI-Powered Document Intelligence

Upload any NHS financial document and our advanced AI extracts key data automatically. Chat with AI about your documents to get instant insights about pension values, tax implications, and career planning recommendations.

NHS Pension Statements

Annual benefit statements, pension forecasts, and scheme information

Payslips & P60s

Monthly payslips, annual P60s, and salary documentation

Tax Documents

P45s, tax certificates, and HMRC correspondence

Financial Reports

Investment statements, benefit summaries, and financial records

Document Analysis

NHS Pension Statement

✓ Extracted: Annual allowance, contribution rate, projected benefits

Payslip Analysis

✓ Identified: Basic pay, supplements, pension contributions, tax

AI Chat Ready

Ask questions about your documents and get instant answers

AI-Powered Features

Advanced AI Features & Real-time Intelligence

Our platform combines advanced AI with real NHS data to deliver actionable insights and personalised recommendations for every NHS professional.

Intelligent Document Analysis

AI-powered OCR extracts financial data from PDFs and scanned documents with high accuracy

Smart Financial Conversations

Chat with AI about your documents and get instant answers about pension, tax, and career questions

Real-time Financial Intelligence

Access current NHS pay scales, tax rates, and pension rules through our AI integration

Contextual Recommendations

Receive personalised advice based on your specific NHS role, salary band, and career stage

20+ Specialised NHS Financial Calculators

Comprehensive calculation suite covering pension planning, tax optimisation, career progression, and NHS-specific financial scenarios

NHS Pension Calculators

Comprehensive pension planning tools covering all NHS schemes with accurate projections and retirement modeling.

  • NHS Pension Calculator
  • Annual Allowance Calculator
  • Lifetime Allowance Calculator
  • Retirement Planning Calculator

Tax & National Insurance

Complete UK tax calculation suite with NHS-specific considerations and optimisation strategies.

  • Income Tax Calculator
  • National Insurance Calculator
  • Student Loan Calculator
  • Comprehensive Tax Calculator

NHS Career Planning

Strategic career advancement tools designed specifically for NHS professionals at every stage.

  • Career Progression Calculator
  • Salary Progression Calculator
  • On-Call Supplement Calculator
  • Study Leave Calculator

Financial Planning Tools

Personal finance calculators tailored for NHS professionals' unique financial circumstances.

  • Mortgage Affordability Calculator
  • Benefits Optimisation Calculator
  • Training ROI Calculator
  • Flexible Benefits Calculator

Specialised NHS Tools

Purpose-built calculators for NHS-specific situations and allowances.

  • Maternity Leave Calculator
  • Locality Pay Calculator
  • Night Shift Calculator
  • Agency Work Calculator

Advanced Analytics

Sophisticated analysis tools providing deep insights into your financial strategy and career planning.

  • Clinical Excellence Calculator
  • Long-term Financial Projections
  • Scenario Modeling
  • Comparative Analysis

NHS Financial Planning Calculator

Interactive calculator with real NHS 2024/25 data. Compare pension scenarios, salary sacrifice options, and tax implications with accurate figures.

NHS Career Modeling

Compare career paths with real financial impact

Select career scenario to analyze:

NHS Consultant (Full-time)

£88,364 base

48 hours/week

Flexibility: Low

Locum Consultant

£115,000 base

Flexible shifts

Flexibility: High

LTFT Consultant (80%)

£70,691 base

38 hours/week

Flexibility: Medium

✨ Accurate NHS consultant salary (£88,364), locum rates (£115,000), and pension data from 2024/25 frameworks

Collaboration Features

Document Sharing & Team Collaboration

Securely share financial documents and insights with colleagues, advisors, or team members while maintaining full control over access permissions

Secure Document Sharing

Share pension statements, calculations, and reports with controlled access and expiration dates

  • Permission-based access
  • Time-limited sharing
  • Audit trail logging

AI Chat & Insights

Engage in intelligent conversations about your financial documents and receive expert guidance

  • Context-aware responses
  • Document-specific analysis
  • Chat history storage

Comprehensive Dashboard

Monitor your financial progress with intelligent dashboards and automated insights

  • Financial overview
  • Progress tracking
  • Personalised recommendations

Direct Access to NHS Financial Experts

Our intelligent matching system connects you with vetted financial professionals based on your specialty, location, and career stage. All professionals are verified with current FCA registration and proven NHS experience.

Verified Professional Network

Our professional matching system connects you with FCA-regulated Independent Financial Advisors and AISMA-qualified accountants who have proven expertise with NHS pension schemes, tax planning, and career transitions.

Smart Matching Algorithm

Matched based on your specialty, location, career stage, and specific financial needs

Verified Credentials

All professionals verified with FCA registration numbers and AISMA membership status

Colleague Reviews

See ratings and feedback from other NHS professionals who have worked with these experts

Professional Matching Process

1

Share Your Requirements

Specialty, location, and financial goals

2

AI-Powered Matching

Best-fit professionals identified

3

Direct Introduction

Connected within 48 hours

Independent Financial Advisors (IFAs)

Connect with FCA-regulated advisors specialising in NHS pension optimisation, career transition planning, and long-term financial strategy.

  • NHS pension scheme expertise (1995/2008/2015)
  • Career transition and retirement planning
  • Investment and portfolio management
  • Protection and insurance planning

NHS-Specialist Accountants

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

  • Annual allowance and carry forward calculations
  • Scheme Pays and tax charge management
  • Private practice and partnership tax planning
  • Self-assessment and HMRC compliance

Security Dashboard

Password Security✓ bcrypt
GDPR Compliance✓ Active
Access Controls✓ Role-based
Enterprise Security

Professional Security & Compliance

Your financial documents are protected with industry-standard security practices. Our platform implements comprehensive data protection measures and complies with UK privacy regulations.

  • Password encryption with bcrypt hashing
  • GDPR compliant data processing
  • Secure database storage with PostgreSQL
  • Document access logging and monitoring
  • Role-based access controls
  • Automated session management with JWT

Ready to Transform Your NHS Financial Planning?

Join thousands of NHS professionals who are already using our AI-powered platform to optimise their financial future