SAVING YOU MONEY THROUGH INNOVATION

At Medical Professional Limited we pride ourselves at putting our clients at the centre of everything we do.  We also pride ourselves at being as innovative as possible when considering our proposition and believe we are a market leader in treating customers fairly.

Our Reduced Charges
Family Fund Savings
Avoiding "Double Charging"

As detailed in our Services and Client Agreement document we reduce our initial costs based on the amount of money you invest over time.

Medical Professional Limited take into consideration all the investments you make and discount its charging structures accordingly. This enables clients over time, as they build on their investment portfolios, to achieve greater value which again will have a positive impact on your future investments.

Not only do we apply fair and reasonable charges to our client’s investments, we also link family members together. This means that whenever a husband and wife invest or parents on behalf of their children, we look at the transaction as one for funds under management.

As a family, all your savings benefit by being managed with the support of Medical Professional Limited and you all benefit from our reducing initial advice structure.

When you transfer funds from another provider either by choice or necessity, your existing provider will sometimes make a charge on exit. This is why you see a difference between values and transfer values. If this is the case and you are making a transfer under advice from Medical Professional Limited, we take this in to consideration when applying our own charges and discount the initial advice charge wherever possible. This is to help avoid ‘double charging’ for our clients which we feel is both unfair and unreasonable.

Our Reduced Charges
Family Fund Savings
Avoiding "Double Charging"

As detailed in our Services and Client Agreement’ document, we reduce our initial costs based on the amount of money you invest over time.

Medical Professional Limited take into consideration all the investments you make and discount its charging structures accordingly. This enables clients over time, as they build on their investment portfolios, to achieve greater value which will have a positive impact on your future investments.

Not only do we apply fair and reasonable charges to our client’s investments, we also link family members together. This means that whenever a husband and wife invest or parents on behalf of their children, we look at the transaction as one for funds under management.

As a family, all your savings benefit by being managed with the support of Medical Professional Limited and you all benefit from our reducing initial advice structure.

When you transfer funds from another provider either by choice or necessity, your existing provider will sometimes make a charge on exit. This is why you see a difference between values and transfer values. If this is the case and you are making a transfer under advice from Medical Professional Limited, we take this in to consideration when applying our own charges and discount the initial advice charge wherever possible. This is to help avoid ‘double charging’ for our clients which we feel is both unfair and unreasonable.
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We are constantly looking into new and innovative ways to support our clients and to provide them with market leading independent financial advice, services and products. If you have a close look at our proposition and compare it with others, we are sure you will agree we are the provider of choice for medical professionals.

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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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