Specialist independent financial advice for
doctors and the medical profession

Welcome to Professional and Medical Financial Planning Ltd

How We Work at Professional & Medical

Professional & Medical provide a bespoke personal finance advice and planning service dedicated to the needs of the medical profession. We steer you through the various stages of your financial life cycle, planning and managing your financial portfolio, ensuring you feel 100% comfortable and confident with every decision made along the way. By operating on a strictly independent basis, the advice we give you will be completely unbiased, based on the whole of market to obtain the most suitable product(s) for you, your family and your business.

Your Current Situation

It is important that we look at your entire financial portfolio as it stands today:
  • Is it performing as it should be?
  • Does it provide the right cover for you and your family?
  • Is it still giving you value for money?
  • Is it on target to achieve your goals?
  • Is it still suitable for your needs?
  • Is it going to give you financial freedom in the future?

    • Building Your Financial Portfolio

    We will design a bespoke portfolio for you, selecting products from the whole of the financial market to give you the best opportunity to succeed.

    Monitoring & Managing Your Portfolio

    We at Professional and Medical take a long term view to our relationship with you. We will carry out regular reviews of your financial portfolio to ensure that your goals are kept on track. We will provide an ongoing service and continued support so that you have the confidence and peace of mind you need, knowing that you have made the right investment decisions for you, your family and your business.

    Contact Us
    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





    We offer FREE NHS Pension Scheme presentations to both Departments and practices
    Phone us on
    0800 633 5370







    Contact us
    Call Us:
    0800 633 5370
    Lines are open till 7.00pm



    Book a free, no obligation consultation with one of our highly qualified advisers



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