Specialist independent financial advice for
doctors and the medical profession

Welcome to Professional and Medical Financial Planning Ltd

How We Are Paid at Professional and Medical

At Professional and Medical we believe in transparency. Before any work is carried out on your behalf we will discuss with you the various payment options that best suits your requirements. The various payment options are as follows:-

Payment by fee

Payment by commission

Payment by fee and commission

Payment by Fee

If you opt for the payment by fee route, we will agree work on a fixed price so you will know before any work commences what you will expect to pay. The fee is to be paid upfront

Payment by Commission

Some aspects of financial planning, may still lead to payment by commission being the most appropriate route for some clients. This route can allow financial advice to take place as there are no associated fees and it provides ease of payment

Payment by Fee & Commission

There can be instances where a combination of both types of payment - fee and commission ? is more suitable. In this case, whilst a fee is agreed, it can also be supplemented with the commission route. Contact us today to arrange a meeting at a time and place convenient for you or email info@professionalandmedical.co.uk