THE MEDICAL PROFESSIONAL INVESTMENT PORTFOLIOS

SPECIALIST INVESTMENT SOLUTIONS

Image of possible non-ethical fund types

Many of our medical clients who invest into discretionary portfolios on a bespoke basis, are unsure what to include or exclude when their investment environment is created. They usually choose to exclude direct investments into tobacco, alcohol, and arms manufacturers or companies known to have poor environmental and ethical track records.

scientists or researchers in lab

They do however like to invest into medical and pharmaceutical companies that manufacture products or provided services
that have a positive impact on their profession.

We work with Castle Investment Solutions, an investment support business, designed to help our clients gain access to a range of high quality. Discretionary Fund Management companies that have been vetted and approved by Castle and add value by negotiating unique benefits.

We are an independent provider and these are only some of the companies on offer.

Key portfolio features

Range of Investment Risk Strategies from Conservative to Speculative
Range of Investment Objectives including Growth, Income and Growth & Income
Client choice to select weighting towards Medical Related Investments
No Tobacco, No Arms, No Alcohol and No to Companies with poor ethical & environmental track records
ISA, NISA & Auto-enrolment available
Utilisation of Capital Gains Tax allowances as required
Individual, Joint and Family Portfolios welcomed as well as Trust or Personal Pension/SIPP funds
Minimum portfolio size only £100,000 with no upper limit
Regular monthly contributions permissible

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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.