Whether it be investing for the future, planning your retirement or arranging life, health and income protection insurance we are pleased to provide informed, professional and independent advice.
Our proposition is based around four key stages. Firstly we will go through a fact-finding process with you to make sure we have a complete understanding of your circumstances and needs. Next we will research what approach is likely to best meet your needs and what products are available to fulfil your requirements. This will enable us to make a recommendation to you as to how your financial goals and needs can best be attained. Our recommendation will be documented in a written report, giving you a clear explanation with regard to the advantages and potential disadvantages in the approach we are recommending.
Finally, we offer an on-going service to keep your arrangements under review in order to make sure that they continue to meet your needs.
For our clients who want an integrated Wealth Management system we offer a web-based platform called Medics Wrap which can bring your pensions, ISAs and other investments into one place making it simpler to assess and improve your financial plan. The link below has further information.