Our team of IFAs provide medical and dental professionals with expert, impartial financial advice and investment planning solutions for their personal and business life. Please be aware information on this page doesn’t constitute personalised advice and we strongly recommend you contact us (Legal & Medical Investments) to allow us to tailor arrangements to your needs. Mortgage: Always remember you
r home may be repossessed if you do not keep up repayments on your mortgage. Tax Planning: Tax is dependent on your own circumstances and personal situation, and is subject to changes based on UK legislation and taxation regime. This article is based on our understanding of current legislation. Investments: Please be aware that the value of investments linked to the stock market and the income from them, may rise or fall depending on market conditions and that you may not always recoup your initial investment. In addition, past performance should not be seen as an indication of future returns. Retirement Planning: Pension investment funds and the income from them may fluctuate and can fall as well as rise. Eventual retirement income will depend on the size and value of your pension pot, future interest rates and tax legislation. Protection: Protection products are varied in their purpose. Please seek financial advice to ensure cover is appropriate to your needs. NHS Pension Planning: Our articles are not specific advice. We would always suggest that you get specialist advice in this area. Wills: Estate planning and Will writing is an important aspect of your financial planning. We would always request you seek appropriate guidance to ensure your wishes are correctly reflected in any document.
