Medical & Professional Investment

Medical & Professional Investment
With expert knowledge of all financial issues, from medical pensions through to doctor’s mortgages, the solutions we present to you are based on our advisors full and detailed knowledge of the NHS medical professionals’ remuneration and benefits packages. We also combine our expert services with those of a range of other professional advisors including chartered accountant who also specialise purely in the medical profession. Our service begins with a free initial meeting to discuss your aims and introduce you to our service. Our friendly advisors will then begin gathering your personal and financial data and assist in the process of setting out detailed goals and aspirations. The financial stage is the creation of a professional and entirely individual financial plan based on your unique circumstances. With such experience working with medical professionals we appreciate just how busy your lives can be. For this reason we offer you the option of a non advised service MPI Online whereby you can income protection online, without the need for a face to face meeting.
Medical & Professional Investment
Medical & Professional Investment

Financial Advisors Service Provider

Services We Offer:
  • Pension Advice
  • Investment Management
  • Wealth Management
  • Tax Planning
  • Estate Planning
  • Insurance Advice
  • Mortgage Advice
  • Savings and ISAs
  • Financial Risk Assessment
Our Locations:
  • Main Office - Heol Mostyn, Pyle, CF33 6BJ
    01656 749902

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