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.
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.