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Medical & Professional CFP Ltd

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Medical & Professional CFP Ltd

Overview:

We see ourselves very much as the “partners for the life you want.’’

We are all living longer so a successful financial plan is no longer just a luxury, it is an essential part of your life. Recessions seem to last longer. Taxation always seems to rise. Stockmarkets are more volatile. You need a professional financial partner for life who will remove uncertainty and provide the financial plan your individual lifestyle demands. That, simply, is our role.

From our Edinburgh Head Office we offer independent financial advice & consultancy to private clients and businesses across the UK. As our name suggests we have a strong historical link to the medical community and company professionals.

Our clients include Doctors & Dentists, Accountants, Solicitors, and business owners of partnerships and limited companies. At the heart of our business is a strong culture of service, integrity and clear unbiased advice tailored to reflect the individual financial aims of each of our clients. Our concentration is on core areas of financial planning where we have first class expertise and resource.
Members of the exclusive Best Practice IFA Group

We are full members of the ‘Best Practice’ network who provide us with compliance and regulatory support. The ethos of Best Practice is to provide the highest quality of standards; this in turn enhances our ability to service client needs. Best Practice were founded in 2003 and in 2009 gained Chartered Network status (Chartered accreditation is the highest and most privileged level of qualification in our industry). Best Practice won the Money Marketing Best Network award in both 2011 and 2012. www.bestpractice.co.uk
Personal service to both the corporate client and the individual is and will remain at the very heart of what we do.

Each and every client knows who is advising them and who is handling the administration of their portfolio. Our service approach to both corporate and individual clients focuses on 4 main principles.

1. Impartial advice - as a totally independent advice firm we are legally bound to research the whole financial market on your behalf. This is a responsibility we embrace with enthusiasm. It ensures that at all times we maintain an emphasis on the provision of specifically tailored advice to suit your overall lifestyle or business, as opposed to the promotion and selling of singular products.

2. Rigour - we pay particular attention to gauging the risk appetite of each individual client and business. To help us we use a sophisticated profiling model. In addition we also invest heavily in independent research on financial solutions and investment assets thus ensuring the risk to client capital is reduced as far as practical in today's global market.

3. Service - a premier client experience is at the core of the customer service standards by which we measure the success of our business. At outset we agree both the frequency and content of the service a client requires so that over time a strong relationship with ‘Medical & Professional’ develops. We see ourselves very much as the "partners for the life you want".

4. Transparency - both the service we will deliver and the cost of doing so will be clearly outlined at outset and then reviewed annually thereafter. Complete transparency of charges is an essential part of all ‘Medical & Professional’ client relationships.

Medical & Professional CFP Ltd (registered in Scotland number SC400522), an appointed representative of Best Practice IFA Group Ltd, is authorised and regulated by the Financial Conduct Authority.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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