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..
Finance advice from dedicated IFAs for doctors
Here at MPI we are in the unique position to be able to offer expert and impartial finance advice for doctors and doctors alone. This helps us to ensure we are fully in tune with the requirements of doctors at every stage of their career. We have successfully offered financial solutions to over 1000 medical professionals including junior doctors, hospital doctors, general practitioners and consultants. Our financial planners have extensive knowledge of the NHS Pension Scheme, as well as the various remuneration and benefits packages associated with the different roles.
The service we provide is different, not just because we offer dedicated finance advice to doctors, but also because there is no requirement for us to meet face to face. Obviously, if you wish to meet us in person we would be delighted to do so, no problem. However, we are also well aware just how busy medical professionals can be. For this reason you can buy your income protection online.
Smart wealth management – IFAs for doctors
We keep the whole process as efficient and uncomplicated as possible. After a free initial consultation to discuss your aims and introduce our service, we will gather all of your relevant personal and financial information and develop a financial plan for your specific situation which will:
- Outline your financial position and needs;
- Set out your goals and explain the strategy to achieve them;
- Discuss risks and how best to deal with them;
- Recommend investments which make the most of your money;
- Show how each investment will help you reach your goals;
- Set out all costs clearly; we will review your financial plan on an agreed basis, ensuring you stay on the right track to meet your goals;
We appreciate that your financial goals change throughout the course of your life. We take a long-term view of your need, covering your work life right the way through to your retirement years.
You will receive the option of a full portfolio valuation every six months as well as the opportunity for a full annual review meeting with your financial planner. We will also rebalance your portfolio every six months in line with our original recommendations should you wish, all the while providing you with secure online access to your portfolio.
Expert finance advice for doctors – access your portfolio at the touch of a button. For further information on IFAs for doctors, please call us on 01656 749902 or email: [email protected].