Specialist independent financial advice for
doctors and the medical profession

Welcome to Professional and Medical Financial Planning Ltd




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As a medical professional much of your time and energy goes into caring for others, finding the time to plan for your future can be daunting. Finding someone that you can trust to advise you in this important area can also be difficult. That's where Professional & Medical Financial Planning Ltd may be able to help. We have experienced advisers who are ready to help you plan for your future. We offer a range of financial services specifically tailored for the needs of the medical profession, from first time house purchase to retirement we aim to guide you every step of the way.

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What We Offer

We are able to assist you by phone, post, email or face to face. However, discussing important matters usually requires a face to face meeting with a specialist adviser. 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. Professional and Medical Financial Planning Ltd was formed in 2005 specifically to provide a face-to-face advisory service to doctors, surgeons and dentists. To begin with, our advisers will chat with you by phone to get an understanding of what you require. If agreeable we can arrange to meet you at your home or workplace at a time that is convenient for you to discuss further your specific requirements and our recommendations

All our advisers have 20+ years experience in providing advice to the medical profession on all aspects of their financial planning, through a long term approach based on fully understanding our clients? needs, wants and aspirations and then prioritising their objectives

As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, mortgages, savings, inheritance tax planning or simply reducing costs, we consistently find the most appropriate solution to meet our clients needs.

Whether you?re just starting out in your career or looking to retire, we can help you reach your goals and ensure your long-term financial security,.

Free, No Obligation Consultation

Professional and Medical offer a free, no obligation consultation of up to 1 hour in length. Our financial advisers are available to meet in person or, if you would prefer, it is possible to hold a consultation over the telephone.

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

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