Advice Process

Relationship built on absolute trust is paramount and Medical Wealthcare Planning approach to achieving this is by following a fundamental process.

C Consultation

Having a thorough understanding of your needs, in relation to the objectives you are aiming to achieve and also of your current circumstances. 

A Analysis

Detailed analysis of your current situation and identifying the most suitable solutions for your needs. Inherent to our commitment to duty of care, we may identify additional needs requiring your attention.

R Recommendations

Medical Wealthcare Planning are independent financial advisors and our recommendations are selected after in-depth research of all appropriate solutions and from all providers in the market place.

E Establish

Providing our recommendations are met with complete understanding and acceptance, we shall proceed with establishing your financial plans.

Our duty of care continues after your plans are in place, as we will monitor and review the performance against objectives. Inevitably, needs and circumstances will change over time and there will be changes in legislation which will impact on plans established today. It is therefore essential that we meet regularly to review.