Services we offer

 Medical Investment & Financial Management Ltd offers a range of services backed by knowledge, expertise and experience.  Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we look to find ways of making the most of your money for both the present and the future.

ServicesPremierTransactional
Ongoing meetings
Telephone update  
Main annual review meeting
Interim review meetings
Ad hoc meeting
Reporting
Valuation/strategy report 
Main review meeting report  
Interim Review Meeting report  
Ad hoc report
Investment management
Bespoke portfolio management 
Interim investment adjustments 
Ad hoc investment adjustments
Contact
Telephone/email direct access to adviser
Adviser visit to home or office
Administration
Client file retention & maintenance
Forward provider correspondence
Professional services
Liaising with 3rd party professionals 
Provision of additional bespoke services 
MINIMUM ANNUAL COST – CORE PACKAGE£500£300

The value of your investments can fall as well as rise and you may not get back the full amount invested.

Financial Advice... pure and simple

MIFM provides financial advice and planning, in plain English, to people who want to ensure they make the right financial decisions at the right times and at the right cost. It's simple!
Contact us on 01434 608 347 or press the below link to be contacted back:

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