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..
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
- Income Protection
- Life Cover and Critical Illness Cover
- Term Assurance
- Building and Content Insurance
- Locum Insurance
- Inheritance Tax Planning
- Professional Indemnity