Professional & Medical Financial Planning Ltd

Independent Financial Adviser  97 Highfield Road, Romford, Greater london, 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
Healthcare
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 19th October 2020
Meet our advisers
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.

What our clients say
My family has had David as our financial advisor for many years, and we are very happy with the advise and the exceptional service that we receive from him and his team. Also, having another set of eyes on my investments gives me peace of mind. David is diligent is his execution of my wishes and gives options for the investments exposure that's needed in the portfolio. David took on my concerns regaridng charges and moved platform to keep costs down, which was appreciated. The returns have slightly exceeded my expections.
J Lickfold, Essex
Pensions, having had a pension that was on hold frozen, With Davids help and advise to start it up again and making good returns. Professional, friendly, prompt advise in the pit falls of pensions and how to implement to my advantage and being tax efficient. Over the last few years the plan has made steady gains. David, founds out your circumstances and implements a bespoke, achievable, sustainable plan to suit
K Buckley, Loughton
Pension review. Explained why we should keep one pension but suggested a change for the other. So far so good!.
P Jackson, Havering-atte-Bower
Saving in the pension fund. Davids advice was very important to me. I don’t know how David could improve his advice there was no pressure to commit and time to think about all options.
R Agar, Essex
I am really not very good at understanding finance David arranged my finances to make sure I had a comfortable retirement
D Stevens, Hornchurch
Taking early retirement I wanted financial advise on my investment that allowed a draw down of income. Gave advice on medium risk investments that met my needs. talked to my pension suppliers to transfer funds into investment pits. Good return for this year. Better than expected.
G de Cruz, Norfolk
We had not reviewed our pensions in a number of years. Reviewed our existing policies and advise on changing some and keeping others
R Thorn, Essex
David has been my financial adviser for 3 years, before me and David had met I was none the wiser when it come to my investments. He explained everything in a way that was so easy for me to understand, I solely trust David with my investments. We meet once a year to review my investment, I am very happy with the service that he provides. There is nothing I can think of that David could do better
T Harris, Dagenham
Dave has gone out of his way to look for the best current options that are out there in the marketplace when it comes to buiding my portfolio.
B Stevens, Hornchurch
Regular reviews and prompt replies to enquiries
L Bacon, South East London
Good and friendly service - very thorough in explaining the pro's and con's of the product being recommended.Always available for advice on the phone and will readily visit you at home if required.We have much confidence in taking his advice.
D Hall, Chingford
Understands my personal circumstances and offers advice based on my needs and recommends changes when those circumstances alter. While offering advice is not pushy or tries to hard sell - the final choice is mine My financial adviser and his staff go out of their way to help with any issues I raise.
J Thorpe, Loughton
David Chew has been our adviser for approximately 5 years. We were both approaching retirement and we were aware that our finances were not working for us as they should and we were both apprehensive about our financial security in our later years. David reviewed our finances and advised us of our options based on the risk profile we completed and gave us advice after listening to our hopes and expectations for a happy retirement.We meet annually to discuss how our investments are performing and any changes in circumstances . The meetings are held in a friendly, relaxed setting and we feel comfortable in asking any question and confident that it will be answered honestly and professionally. David is always at the end of a telephone to answer any queries promptly and we have confidently recoomended him to friends and family. We can say honestly that our experience with David Chew has been 100% positive and we cannot think of any improvements that could be made.
E Clingan, Norfolk
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, Essex, RM5 3AE
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 19th October 2020

Similar advisers near you

Independent Financial Adviser 0.39 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
Independent Financial Adviser 0.39 mi
We are committed to helping hard-working people like you to get the best options on your insurance, pensions and investments. You would prefer to get on with your career, grow your business, or benefit from family and leisure time with as little stress and worry as possible.
 
Independent Financial Adviser 0.48 mi
Trustworthy, Professional and friendly local adviser, who puts you first. Your priorities matter to me.
 
Independent Financial Adviser 2.03 mi
Covid-19 update: We remain open for business and here to support you. We offer unparalleled financial planning experience and advice quality, always sourcing the best possible financial solutions for our clients needs.