WEALTH Doctor is a UK independent financial planning brand helping individuals and families make confident decisions about their money and future. Founded by Dr Josh Lewis, a former NHS doctor who retrained as a financial planner, the firm places listening, empathy, expertise and trust at the heart of its approach. It provides bespoke advice tailored to clients’ circumstances and objectives, with the aim of helping them protect and grow their wealth and enjoy greater financial security, time and freedom.

WEALTH Doctor works with individuals and families, business owners and entrepreneurs, and people planning for retirement or navigating major life events. Its services include comprehensive financial planning, cashflow modelling and investment advice, with ethical and sustainable investment options available to reflect clients’ preferences. The firm explains its planning process and investment philosophy, and encourages clients to take an active role in shaping their financial plans.

Clients can also access a team of financial planning specialists, read independent client reviews, and explore educational articles and frequently asked questions.