Medical & Professional Investments Woodmancote, Dursley
Nr Stroud, Gloucestershire GL11 4AQ.
Tel: 07732-918592
E: annette@medpro.co.uk
Based in Stroud, but with clients across the Cotswolds, Cheltenham, Gloucester, Cirencester etc
Medical & Professional Investments (TFP [L&P]) was founded over 30 years ago to provide financial advice to the professions, but has grown to become a large nationally recognised Independent Financial Adviser providing advice across all sectors of society with a large private individual and corporate client base.
Annette Williams, Dip PFS, heads the Gloucestershire office, & has over 20 years experience in both personal and business related finances. In today's marketplace, responsible investment is a priority for the majority of investors and Annette encourages the use of Environmental & SRI funds for new investments and to amend existing portfolios to reflect clients' own ethical requirements. With so many ethical investment alternatives available nowadays, from those concerning social issues to climate change, Medical & Professional will help choose the right funds to fit with clients' ethical concerns. Medical & Professional have identified six steps towards a sound, ethical, financial review:
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Find the right adviser
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Identify current needs, objectives & future goals
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Decide which ethical issue matter most to you
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Identify your attitude towards investment risk
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Obtain a full recommendation of action from your Financial Advisor
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Constantly review financial needs & objectives
Alongside this, Annette has considerable experience advising on all issues surrounding care for the elderly such as long term care, equity release etc.
Initial consultations with Annette at Medical & Professional are free of charge, with confidentiality and sensitivity guaranteed. With over 20 years in the business, Annette is thoroughly qualified to offer financial advice in all areas of investment, health & pensions:
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Financial Planning Certificate
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G10 Advanced Taxation & Trust
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G20 Advanced Personal Financial Planning
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Certificate in Mortgage Advice
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Certificate in Long Term Care Planning
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Certificate in Equity Release
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Advanced Financial Planning Certificate
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DIploma (Personal Finance Society)
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Green & Ethical Investment Certificate (UK Social Investment Forum)
There is now such a diversity of funds available for ethical investment that it's important to seek genuinely independent financial advice - speak to Annette Williams at Medical & Professional and join the growing number of people investing for both financial return and to promote positive change in the world.