Welcome to Medical & Professional


‘We are pushing the boundaries of what great financial advice looks like, to benefit you, your family and your business' 

We understand you want positive outcomes, not just more financial products. When it comes to providing advice and delivering financial security to private clients and businesses throughout the UK we work with integrity and expertise to deliver you with a tailored solution.


‘Times change, our values don't.'

Our commitment to you is to maintain a strong and valued service model whilst providing financial certainty, that is our tried and tested philosophy.  We combine our independent status and financial expertise with a dedication to new technology, thus ensuring you continually experience a market leading, professional and personal service.

Seven ways we can help you achieve financial certainty.  

Our Latest News Updates


Wednesday, February 8 - 2017

Secure your grandchild’s education or first property whilst addressing a family inheritance tax issue and providing the potential to grow the capital value tax efficiently throughout your grandchild’s education? This must be too good to be true and simply just a headline to 'get you in'? We can assure you it’s not. Grandparents lending a hand is in-fact proving to be a very tax efficient solution for the whole family...........Read more >


Wednesday, January 18 - 2017

Using property as your 'pension' when you retire is a topic that has been discussed for many a year. It was described as 'delusional' by a former pensions minister, see the BBC report below, but it is........ Read more >