Event Description
Discover financial empowerment at “Managing Money for GPs,” an event designed for General Practitioners eager to master their finances.
Tailored to the unique challenges GPs face, this webinar delivers practical tools to manage mortgages, build wealth, and secure your financial future while thriving in a demanding career.
Join a top financial advisor who specialises in working with doctors. Michael will share his expert insight on the following topics:
- Income protection
- Life insurance
- Mortgages
- Investing
- Estate Planning
Michael will use real world case studies, and interactive a Q&A sessions that simplify complex financial concepts.
This meeting is worth 1.5 revalidation credits.
Speaker
Michael Harms
Chartered Financial Planner
Director Medical and General
Michael is a Chartered Financial Planner, NHS Pension Expert and the director and founder of Medical & General, www.medicalandgeneral.co.uk.
Having spent his younger years in Kent where he was brought up, he moved to London and pursued work in the banking industry before going to university and completing a Financial Services Degree. It is here his passion for financial advice ignited and the dream of running his own Financial Advice business formed.
Following his degree, Michael worked in Hedge Fund recruitment in the city before taking on a training role with Santander. Whilst working here, Mike and his wife, originally from Clyst St Mary, moved down to Devon to have their first child Freddie.
Quickly after moving to Devon, Michael took a role with Wesleyan Assurance Society, where he carved out his knowledge of the medical sector and the NHS Pension providing support and advice to GPs across the whole of Devon.
In 2014, the decision was made to fulfil the dream of running his own independent, holistic financial advice business, and Medical & General was created. Michael continued with his studies and became a chartered financial planner in 2017 ensuring he continues to provide clients with the highest level of support and service backed by a strong technical knowledge base.
Agenda
- 19:00 | Welcome and Introduction – Dr Adil Suleman
- 19:05 | Managing Money for GPs – Michael Harms
- 19:50 | Break
- 20:05 | Managing Money for GPs – Michael Harms
- 20:50 | Evaluation and Close – Dr Adil Suleman