Our Process

Step One

We will undertake a financial planning questionnaire to enable us to understand your financial goals and determine your attitude to risk. The initial consultation is without charge and you are under no obligation to proceed.

Step Two

We will summarise our recommendation in a clear and concise report for your consideration. Our recommendations will illustrate the tax wrappers we intend to utilise and the products and services that will help you best manage and achieve your desired goals.

Step Three

If you decide to proceed, we will complete the relevant forms and ensure that your portfolios are accurately created in accordance with our recommendations.

Step Four

Your investment will be rebalanced automatically each quarter and we will be informed by the investment manager of any changes to the underlying funds assets, changes to the asset class or fund manager. We will in turn notify you accordingly.

Step Five

We will regularly review your portfolio to ensure you are fully utilising tax wrappers and meeting your specific goals.

Step Six

We will arrange for you to access in real time, your portfolio online. You can view all your contracts in one place on our Platform.

Our Remuneration

Our remuneration will be agreed with you in accordance with our terms of engagement.

 

Summary

Medics Financial Services are pleased to be able to off er you this highly professional advisory service that places independent fi nancial planning on a whole new level and redefi nes the role of the IFA. Medics Financial Services - helping Medical, Dental and Clerical Professionals to manage their fi nancial aff airs for more than twenty years.