Since Medical & Professional took over my portfolio, I have enjoyed courteous service. They have always taken their time to listen to me and have consistently tailored their recommendations to fully meet my needs and personal circumstances. In addition to helping.....
Medical & Professional have always been invaluable with their understanding of our personal requirements. The advice they have given us over the years has been ‘’second to none’’. It has been and will continue to be a great pleasure to do business with them. I have recommended their company to friends and colleagues and will continue to do so in the..
Tailored Financial advice for Doctors
Medical & Professional Investment LLP specialise in providing expert and impartial financial advice to medical professionals. From junior doctors through to consultants, we have a thorough understanding of the medical profession and your specific financial needs. Our partners and advisors have in excess of 100 years combined experience working in the financial services industry, with some 30 years spent within British Medical Association services.
Our wealth management service is tailored specifically towards the financial requirements of doctors at every stage of their career. We help you make the most of your finances in all aspects of medical finance. The services we provide include:
- Income Protection
- Professional Indemnity
- Term Assurance
- Inheritance Tax Planning
- Locum Insurance
- Building and Content Insurance
- Life Cover and Critical Illness Cover
Bespoke financial plans for unique circumstances
With expert knowledge of all financial issues, from medical pensions through to doctor’s mortgages, the solutions we present to you are based on our advisors full and detailed knowledge of the NHS medical professionals’ remuneration and benefits packages. We also combine our expert services with those of a range of other professional advisors including chartered accountant who also specialise purely in the medical profession.
Our service begins with a free initial meeting to discuss your aims and introduce you to our service. Our friendly advisors will then begin gathering your personal and financial data and assist in the process of setting out detailed goals and aspirations. The financial stage is the creation of a professional and entirely individual financial plan based on your unique circumstances.
With such experience working with medical professionals we appreciate just how busy your lives can be. For this reason we offer you the option of a non advised service MPI Online whereby you can income protection online, without the need for a face to face meeting.
“YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most Buy-to-Let and Commercial mortgages are not regulated by the FCA.”
Please ring the number above if you would like some advice alternatively, if you would like a no obligation free quote, click on the tabs above.