Medical & Professional CFP Ltd

Independent Financial Adviser  Kingsford House, Edinburgh, EH1 3QB
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FCA authorised
Last authorised 1st March 2021
“Creating financial certainty and independence for you, your family and your business in an increasingly uncertain world.”
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Douglas Mitchell
Director
MR Martin Donnelly
About us

From our Edinburgh Head Office we offer independent financial advice & consultancy to private clients and businesses across the UK. As our name suggests we have a strong historical link to the medical community and company professionals.

Our clients include Doctors & Dentists, Accountants, Solicitors, and business owners of partnerships and limited companies. At the heart of our business is a strong culture of service, integrity and clear unbiased advice tailored to reflect the individual financial aims of each of our clients. Our concentration is on core areas of financial planning where we have first class expertise and resource.

Our services

We understand that clients want outcomes, not more financial products. We know that the world is becoming increasingly more complex and uncertain. This is why when it comes to creating financial security and providing advice to private clients and businesses throughout the UK we work with integrity and expertise to deliver financial solutions suited to your own specific circumstances.
As our logo states "Times change, our values don't." Our commitment to you is to maintain a strong and valued service model whilst always striving to improve. We aim to push the boundaries of what great financial advice looks like.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Kingsford House, 14 Albany Street, Edinburgh, EH1 3QB

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