"professional advice, loyal clients & personal recommendations"

The Next Step

Initial Advice Service

First meeting, discussions and information gathering. Taking the time to understand your
situation, goals and attitudes.

We analyse your current financial position, income, outgoings, existing arrangements seeking to structure your goals, maximise tax efficiencies and highlight future needs.

Provide a structured next meeting agenda for discussion, reviewing findings and solutions on a whole of market basis.

We complete your planning and provide a written report outlining all actions and recommendations.

We agree your preferences for ongoing service, future reviews and requirements.

Ongoing Advice ServiceWe provide regular reviews to ensure your financial needs are fully covered and you are on track to achieve your goals and objectives.
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We fully brief you on your financial planning portfolio and discuss whether any action needs to be taken moving forward.
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We keep an eye on tax efficiency and performance to ensure the best returns are achieved long term.
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We are always available when you need us and your adviser is only ever a phone call away.
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We will alert you to anything that may affect your finances i.e. legislation, regulatory, tax, the NHS.
Map showing location of Medical Professional Ltd near Plymouth.Exterior photograph of Medical Professional offices at Falcon House, PL7 5JY
Medical Professional Ltd
Falcon House
Eagle Way
Langage Science Park
Plymouth
Devon
PL7 5JY
Tel: (+44) 0771 270 2555

Email:
ralphstratton@visionifp.co.uk

Contact form

Your personal data will remain confidential and will not be passed to any company outside our firm without your permission being obtained, unless the information is required by law. For further details on how we handle your personal information, please see our Privacy Policy page.
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If you wish to register a complaint against Medical Professional Limited, please visit the Vision Independent Financial Planning Ltd. website via a link that can be found here.

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If you wish to register a complaint against MEDICAL PROFESSIONAL LIMITED, please visit the Vision Independent Financial Planning Ltd. website via the link below.
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Medical Professional Ltd. is an Appointed Representative of Vision Independent Financial Planning Ltd.
Vision is authorised and regulated by the Financial Conduct Authority (FCA). To verify Vision's status visit Financial Services Registration for Firm Reference Number 487395.
Vision's 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 & Family Trusts, Tax planning & Mitigation and Advice on Job Expenses & Claims and certain types of Mortgage.
The guidance or information contained within this website is subject to the UK regulatory regime and is therefore aimed at consumers in the UK. Investments can fall as well as rise and you might not get back the amount invested. ** Taxation - The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in the future.
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