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Armstrong Watson is continuing to develop its services for healthcare professionals with the recent appointment of Benjamin Walsh as a specialist healthcare financial planning consultant.
Walsh has joined the firm after four years with Cavendish Medical and has extensive knowledge of the NHS Pension Scheme and its associated intricacies.
As an independent financial planning consultant, he will work with medical clients, supporting them through the ever-changing pensions, tax, and economic landscape.
Regarding his appointment, Walsh said: “Headline changes, from the removal of the lifetime allowance to the McCloud Remedy, have made it very difficult for healthcare professionals to navigate their personal financial positions and that is one of the reasons it is so important that we can offer specialist advice in these areas.”
The firm’s healthcare team looks after a large portfolio of clients across primary and secondary care as well as within private settings. Led by accounting partner Morag Miller, this specialist team provides guidance and advice on a wide range of business and financial services including annual accounts, tax returns, tax planning and compliance, corporate finance, business funding and accounting technology solutions as well as financial planning.
Since 2021 the firm has worked in partnership with the Medical Defence Union (MDU) and Dental Defence Union (DDU) to offer its services to members and last year launched a bespoke self-serve self-assessment tax return submission platform exclusively for medics called Tax4Doctors.
Miller said: “We are thrilled to welcome Ben Walsh to the Armstrong Watson Healthcare Services Team. Ben’s expertise will allow us to provide a comprehensive suite of compliance and advisory services to our clients, assisting them with all their accounting, tax, pension, and wealth management requirements.”
James Marlow, regional financial planning manager, added: “We’re delighted Ben’s joined us. He’ll be integral and key to developing our financial planning proposition in the healthcare sector.
“With his expertise and knowledge, we’re well-placed as a business to help many individuals in this space. With it being a specialist area of advice, Ben will add value with the intricacies around this, in addition to providing holistic advice on a broader level.”
