Medical Professional Testimonials
Specialist proposition for Medical Professionals and their families
Complimentary NHS Benefits Report & Pension Forecasting/Calculations
Lifetime reducing charging structures for investments & pensions
Linking together family members
Fee reduction if funds subject to withdrawal/transfer charges
Maximum fee 2% and ongoing advice of 0.5% pa
No mortgage arrangement fee saving clients £500
Transparency. No withdrawal or transfer charges applied.
"We are thrilled to have been nominated as finalists in the prestigious Financial World Innovation Awards 2014, 2015 and now 2016. At Medical Professional we are always looking for innovative ways to provide a better service for our clients and I'm happy that our innovation has been recognised within the industry."
Ralph Stratton - Managing Director of Medical Professional
Innovation at Medical Professional
Medical Professional Ltd. is an Appointed Representative of Vision Independent Financial Planning Ltd who are
authorised and regulated by the Financial Conduct Authority.
Registered office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall TR11 4SZ.
Medical Professional Ltd is Registered in England and Wales. Registration Number: 08569599.
The Financial Conduct Authority do not regulate Estate & Inheritance tax planning, Wills & FamilyTrusts, Tax planning & Mitigation and
Advice on Job Expenses & Claims and certain types of Mortgage.
© Copyright 201 7 Medical Professional
Medical Professional are 2016 finalists in the following categories.
Cat 2: Most innovative use of data
Cat 6: Innovation or enhancement in product or proposition design – investments, pensions and protection Investments, pensions & protection
Best regulated advice initiative
Cat 17a: Excellence in customer experience – planning and advice