MEDICAL PROFESSIONAL

Independent Financial Adviser FALCON HOUSE, EAGLE ROAD, LANGAGE BUSINESS PARK, PLYMOUTH, DEVON, PL7 5JY
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th December 2019
Award winning adviser, award winning firm, specialising with Medical Professionals in Devon & Cornwall. Clear vision and specialist advice.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Group Pension/Stakeholder
    • Group critical illness
    • Group income protection
Meet our advisers
Ralph Stratton dip PFS
Managing Director & Independent Financial Adviser
Where to find us

FALCON HOUSE, EAGLE ROAD, LANGAGE BUSINESS PARK, PLYMOUTH, DEVON, PL7 5JY

Make an enquiry
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.

Advice methods
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£250,000

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