MEDICAL PROFESSIONAL

Independent Financial Adviser  FALCON HOUSE, PLYMOUTH, DEVON, PL7 5JY
First meeting at adviser's own cost
Award winning adviser, award winning firm, specialising with Medical Professionals in Devon & Cornwall. Clear vision and specialist advice.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Group Pension/Stakeholder
check
Group critical illness
check
Group income protection
Response rating
7.0/10
check
FCA authorised
Last authorised 7th June 2021
Meet our advisers
MR Ralph Stratton dip PFS
Managing Director & Independent Financial Adviser

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

About us

We are dedicated to Medical Professionals and were founded out of the desire to put our clients at the centre of everything we do. A specialist provider of financial products and advice for Devon & Cornwall.

Our services

We are a specialist and fully independent provider of financial services to medical professionals and their families. We have a full understanding of your medical career path, financial priorities and the wider issues affecting your profession. Extremely fair and resonable charging structures, holistic advice on a whole of market basis. We offer a long term commited relationship and a personalised approach. Our clients are at the centre of everything we do. We take great pride in doing the right thing for all our clients.

Where to find us
Head office address: FALCON HOUSE, EAGLE ROAD, LANGAGE BUSINESS PARK, PLYMOUTH, DEVON, PL7 5JY
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 7th June 2021

Similar advisers near you

Independent Financial Adviser 0.1 mi
Our professionally qualified advisers offer independent and un-biased financial and mortgage advice throughout the south and south west of England, ensuring that you receive the right product for your circumstances.
 
Independent Financial Adviser 0.87 mi
I am passionate about helping my clients plan their own unique retirement journey. It is a privilege to help build portfolios that provide excellent returns that enable quality of life and financial security throughout retirement.
 
Independent Financial Adviser 1.73 mi
 
 
Independent Financial Adviser 2.87 mi
Free Initial consultation by either phone or face-to-face meeting