Professional & Medical Financial Planning Ltd

Independent Financial Adviser  97 Highfield Road, Romford, RM5 3AE
First meeting at adviser's own cost
We are looking to build long term relationships with new clients.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
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
Corporate pension
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Response rating
9.0/10
check
FCA authorised
Last authorised 29th November 2021
Meet our advisers
MR David Chew Dip PFS
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

About us

Managing Director, David Chew, established Professional & Medical Financial Planning Limited in 2005. David is an Independent Financial Adviser with over 30 years experience in the industry. David offers bespoke financial advice tailored to suit your individual needs.

Building a relationship with a Financial Adviser is all built around trust, the only way to gain trust is to earn it. Our firm prides itself on a great service, from this new relationships are born which has stood the test of time.

Your first initial meeting will be held at my expense, this meeting is to enable me to establish if I can help you achieve your goals and ambitions, look at your current lifestyle and plan for the future. There will be an opportunity for you to ask me any questions you may have. The meeting will let you know if you feel confident to move forward with me, engage with me and of course trust me, we will move forward at a pace that suits you.

Our services

We have been looking after our clients wealth for over 30 years and pride ourselves on an excellent service.

Where to find us
Head office address: 97 Highfield Road, Romford, RM5 3AE
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 29th November 2021

Similar advisers near you

Restricted - whole of market 0.19 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
Restricted - whole of market 0.39 mi
We are committed to helping hard-working people like you get suitable options on your pensions and investments—the UK's Number One rated Financial Planners in 2019. Covid 19 Note: Face to Face & Remote Advice Available.
 
Independent Financial Adviser 2.03 mi
We offer unparalleled financial planning experience and advice quality, always sourcing the best possible financial solutions for our clients needs.
 
Independent Financial Adviser 2.48 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.