Medical & Professional CFP Ltd

Independent Financial Adviser  Old Well Court, Bathgate, EH48 2TQ
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FCA authorised
Last authorised 29th November 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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Critical illness
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Income protection insurance
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Life 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
About us

"We see ourselves very much as the “partners for the life you want.’’

We are all living longer so a successful financial plan is no longer just a luxury, it is an essential part of your life. Recessions seem to last longer. Taxation always seems to rise. Stockmarkets are more volatile. You need a professional financial partner for life who will remove uncertainty and provide the financial plan your individual lifestyle demands. That, simply, is our role.

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 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)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Old Well Court, Wester Inch Business Park, Bathgate, EH48 2TQ

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