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..
Expert financial advice for doctors
MPI work on your behalf offering specialist financial advice to doctors at every stage of their career. Our partners and advisors have in excess of 100 years combined experience of working in the financial services industry, some 30 years of which was within British Medical Association services. Established in 2008 by a group of professional financial planners, our wealth management service is designed to offer tailored financial planning, which offers the right solution at just the right time.
Our financial advisors have a wealth of experience with their knowledge based on an understanding of the complex issues which are intrinsic to the financial planning requirements of doctors. Issues which affect doctors include: career structures, the NHS superannuation scheme, personal risk management and wealth creation and preservation. We excel in each of these areas and can offer advice on:
- Income Protection
- Life Cover and Critical Illness Cover
- Term Assurance
- Building and Content Insurance
- Locum Insurance
- Inheritance Tax Planning
- Professional Indemnity
Financial advice for doctors – helping you meet personal objectives
Here at MPI we do not work independently of other organisations, we aim to use the specialisms of various parties to ensure the service we provide is expertly tailored to your needs. We combine our services with those of a range of professional advisors including chartered accountants who are dedicated to work solely in the medical profession.
We will help you achieve your goals by developing a financial plan for your individual situation. It will:
- Outline your financial position and needs;
- Set out your goals and explain the strategy to achieve them;
- Discuss risks and how to deal with them;
- Recommend investments to manage your money;
- Show how each investment will help ou reach your goals;
- Set out all costs clearly. We will review your financial plan on an agreed basis, ensuring you remain on track to meet your goals.
“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.”
For further advice regarding financial advice for doctors, please call 01656 749902 or email: [email protected]. One of our expert financial professionals will be delighted to answer any queries or arrange a face to face meeting to further discuss our wealth management service.