Testimonial 1
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.....
Testimonial 2
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..
Financial advice for medical consultants
MPI provide financial planning services for every stage of your career. Life as a medical consultant can be extremely demanding with the pressures and strains of a role which carries such responsibility. In our experience, such a challenging working life leaves little time for financial planning – this is where we come in. Our expert financial planners provide a wealth management service to the medical profession which is beyond compare. This is due to the extended experience our planners have had working within the British Medical Association. These 30 years of collective experience has ensured we know the NHS remuneration and benefit packages inside out, so we can keep up to date with all the latest developments, and find the perfect solutions at just the right time for you.
Tailoring your solution - financial advice for medical consultants
What do we do for our clients?
- Arrange a free initial meeting with you to discuss your aims and to introduce our service;
- Gather relevant personal and financial data to assist in setting out your goals and aspirations;
- Prepare a professional bespoke financial plan based on your own unique circumstances;
- Present our solution to you and if necessary to any other financial advisors you may be using;
- Implement any agreed actions through our wealth management service;
- Agree a review process to meet your specific requirements.
You will be able to contact your local financial consultant directly, so you will always have our expert help at hand. Simply call or leave your details and we will call you back as soon as we can. We also offer a personal review to ensure your finances are up-to-date and running smoothly.
Whatever your plans for the future, here at MPI we can help you put the wheels in motion. We can advise you on:
- Income Protection
- Life Cover and Critical Illness Cover
- Term Assurance
- Savings
- Pensions
- Investments
- Mortgages
- Building and Content Insurance
- Locum Insurance
- Inheritance Tax Planning
- Professional Indemnity
“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.”
If we can provide you with any further information on financial advice for medical consultants please do not hesitate to contact us. Call on 01656 749902 or email: [email protected] and one of our expert financial professionals will be delighted to answer any queries you may have, or arrange a face to face meeting.