Professional and Medical Financial Planning Ltd
We offer bespoke financial advice tailored to individual client needs

Welcome to Professional and Medical Financial Planning Ltd

About Us

Professional & Medical Financial Planning Limited specialise in pension and investment planning. Whether you are just starting out in your career or looking to retire, we can help you reach your goals and ensure your long-term financial security.

Finding someone you can trust to advise you can be difficult, that's where Professional and Medical Financial Planning Limited may be able to help. We have over 30 years of experience and have been providing a first-class service to help clients navigate complex financial markets, our business has evolved primarily through client recommendations.

What We Offer

We offer telephone, email, office based and home visits at a time to suit your needs however discussing important matters usually requires a face to face meeting. The consultation is free and you are under no obligation.

To begin with, our advisers will chat with you to get an understanding of what you require, this way we get to know and understand your needs before committing to what in all probability will be the biggest financial commitment or undertaking you will have made in your life so far.

We will provide you with information about our services, and explain our charges along with the type of advice we offer. We will ask you a number of questions and will require information on your existing arrangements. We will assess your current assets and liabilities, discuss with you your objectives, priorities and also assess your attitude to risk.

Once we fully understand your needs and aspirations we will be able to offer advice on the broadest range of products and services ensuring that our recommendations meet your goals. We will provide you with a report and meet with you again to explain our recommendations giving you the opportunity to ask any questions, we want to ensure that you completely understand the recommendations being made and that you are comfortable to proceed with the solutions being offered.

To find out more about the financial planning and wealth management services Professional and Medical offer, contact us today or email info@professionalandmedical.co.uk