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Medical Professional

Overview:

Medical Professional is a specialist and fully independent provider of financial services to medical professionals and their families.

With such a wide range of choice in financial products and services, it can be confusing to know where to turn or what to do for the best. Our advice is offered on a completely independent basis, as we have no allegiance or association with a product provider or fund management group.

We are innovative in our approach to the needs of our clients, working hard to ensure that you receive the best service, best value and best advice at all times. When you closely look at our proposition we are sure you will agree, we are clearly the provider of choice for medical professionals.

As holistic, independent financial advisers, we are able to select the correct products for clients from the entire market which means we can recommend a product from any company provided it suits the client’s needs.

With such a wide choice of companies, investments and savings tools, our clients can be reassured that they are not simply being provided with a standard recommendation but instead are receiving personalised advice and tailored solutions

Vision:

Vision is a dynamic, award winning and established financial advice company with clients and advisers throughout the country having its head office in Falmouth, Cornwall where we originally started. We are directly authorised by The Financial Conduct Authority and provide an independent financial planning advice service to a range of private clients, corporate clients, charities, trusts, court of protection clients and medical professionals. Our advice is offered on a completely independent basis with no restraint or commitment to any products or providers. This allows the provision of the most appropriate advice from the whole of the market to Vision clients, based entirely on their individual needs whilst utilising their adviser's extensive experience in the financial services industry.

Vision was formed out of a desire to offer a fully independent, high quality service to clients and remains committed to delivering a truly tailored financial planning advice offering via our team of very experienced independent financial advisers.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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