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.
| Services | Premier | Transactional | ||
|---|---|---|---|---|
| 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 01494 266716 or press the below link to be contacted back: