Ndubuisi 'Andy' EgwimMoney Coach for Medics|Ex-NHS GP|21+ Yrs Investor| Founder, MoneyWiseDoctor.com|Helping Medics Avoid Big Money Mistakes

Investments That Align With Your Values

13 Jun 2026 · 1 min

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1:16

In this segment, Ndubuisi “Andy” Egwim explains how doctors can choose investments that reflect their personal values while meeting financial objectives. He outlines several categories of value‑aligned funds—including thematic funds (AI, semiconductors, healthcare, clean energy), value‑based funds, ESG funds, and faith‑based (Sharia‑compliant) options—emphasizing that any investment should match the individual’s financial goals, time horizon, and risk tolerance. Recognizing that many physicians have never undergone a comprehensive financial health check, Andy introduces the MedScan Financial Health Score, a free three‑minute tool that evaluates a doctor’s financial position across seven key areas (tax efficiency, pension, investing, debt management, financial protection, etc.), provides a clear score, highlights gaps, and helps guide better investment decisions.

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There are also other categories because some people want to buy thematic funds, thematic funds like AI funds, semiconductors, healthcare, clean energy. So instead of just buying one company that does that, you're buying the index, you're buying like a whole basket. So there are also value-based funds, there are ESG funds, so environmental, social, governance. Of course, there are faith-based investing. For example, I've got like Muslim doctors in our community that prefer Sharia-compliant funds. Now the important point is this, you're Investment should fit both your financial goals and your personal values, and of course your time horizon and your risk. Before you make any investment decision this tax year, start by understanding exactly where you currently stand. Most doctors have never had a proper financial health check, not because they're not interested, but because nobody had ever designed a tool that helps to make sense for the specific complexity of doctor's financial life. So I made one. It's called the MedScan Financial Health Score. So it takes about 3 minutes, it helps you to look at your overall financial position across 7 key areas including tax efficiency, pension, investing, debt management, and financial protection. It gives you a clear score, a breakdown of exactly where you are, where the gaps are, and it's completely free.