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 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.