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