01656 749902

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 junior doctors

Here at Medical & Professional Investment we fully understand just how demanding life as a junior doctor can be. We have over 30 years collective experience working for British Medical Association services, so understand the intricacies of your finances and are able to cast our expert eye over them, ensuring whatever your plans for the future, your money is working for you.

Financial advice for junior doctors; the approach we take to wealth management:

  • We use independent financial planning tools to assess your attitude to risk;
  • We believe that investment decisions based on asset allocation ultimately determine the performance of a portfolio, and to this end we make use of independent modelling tools to help create investment solutions;
  • MPI LLP research and create a range of twelve model portfolios which we review and refine on a six monthly basis;
  • You will receive full portfolio valuation every six months and we will offer you the opportunity of a full annual review meeting with your financial planner;
  • We will rebalance your portfolio every six months in line with our original recommendations;
  • We will provide you with secure on-line access to your portfolio;
  • Invites to seminars held regularly at various locations throughout Wales and England.

Financial advice for junior doctors – keep everything on track

We appreciate just how busy your working life will be, whether it’s patient care or keeping abreast of clinical developments – there is little time left for financial planning. Our experienced and professional planners can help you keep your finances on track. 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 junior doctors 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.
MPI Online is a trading style of Medical & Professional Investment LLP (Registered in Wales OC338105), which is authorised and regulated by The Financial Conduct Authority. This Internet site is directed to UK residents only. You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this Internet site. Please ensure you read our User Terms, Client Agreement, Mortgage terms of business and Privacy statement. Medical & Professional Investment LLP do not provide any advice on policies arranged through the MPI Online website though the regulated firm responsible for the processing of your application remains Medical & Professional Investment LLP whose FCA registration number is 485852.