The core culture of our firm is to put the needs of our clients first. All our advisers are independent, experienced, ethical and are trained to the highest professional standards. Our clients can be confident that they are dealing with a firm where the fair treatment of customers is central to the firm's philosophy.
As Independent Financial Advisers we have access to the whole market place. Therefore we are able to make arrangements to enhance the benefits to our clients.
Welcome to Professional and Medical Financial Planning Ltd
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As a medical professional much of your time and energy goes into caring for others, finding the time to plan for your future can be daunting. Finding someone that you can trust to advise you in this important area can also be difficult. That's where Professional & Medical Financial Planning Ltd may be able to help. We have experienced advisers who are ready to help you plan for your future. We offer a range of financial services specifically tailored for the needs of the medical profession, from first time house purchase to retirement we aim to guide you every step of the way.
We are able to assist you by phone, post, email or face to face. However, discussing important matters usually requires a face to face meeting with a specialist adviser. This way we get to know and understand your needs before committing to what in all probability will be the biggest financial commitment or undertaking you will have made in your life so far. Professional and Medical Financial Planning Ltd was formed in 2005 specifically to provide a face-to-face advisory service to doctors, surgeons and dentists. To begin with, our advisers will chat with you by phone to get an understanding of what you require. If agreeable we can arrange to meet you at your home or workplace at a time that is convenient for you to discuss further your specific requirements and our recommendations
As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, mortgages, savings, inheritance tax planning or simply reducing costs, we consistently find the most appropriate solution to meet our clients needs.
Whether you?re just starting out in your career or looking to retire, we can help you reach your goals and ensure your
