Medical Family Finance is your helping hand through life's challenging financial landscape

We are all familiar with protecting our cars, property and travel plans with insurance. Protecting ourselves and our loved ones, however, is vitally important but can be easily missed with busy schedules and urgent tasks.

For example, your mortgage is likely to be your greatest financial commitment and relies on your income to repay the loan. If you were to suffer an accident or face a long-term illness, how long would your current provisions last?

Our team will assess your current plans and whether you have the right tools in place, if at all, to ensure you are fully protected should any unforeseen event happen. If you need to build on your existing plans, we will consider your overall objectives and make clear, simple recommendations to enhance your protection and ensure your family is safeguarded for the future.

We can help you to make the right decisions in terms of income protection, critical illness cover, life insurance and mortgage protection. We can also advise on Relevant Life insurance and executive income protection – both of which can be facilitated and funded by your private practice.

Knowing you have taken care of the most important administration jobs and have done all you can to protect your family should bring you peace of mind.

Why you can trust us

Learn more about our income drawdown

Latest pension news and views from the Medical Family Finance team

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Pension protection

20 October 2016

Get in touch with our adviser team

To arrange a complimentary initial consultation with one of our team, please use this contact form or phone 020 7252 5765.

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© Medical Family Finance Limited | 020 7252 5765 | administration@medicalfamilyfinance.co.uk

Medical Family Finance Ltd. Registered in England and Wales, under no. 08689906. Registered office address – 2 St Mary’s Road, Tonbridge, Kent, TN9 2LB. Medical Family Finance Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.

The value of pensions and investments and the income they produce can fall as well as rise, you may get back less than you invested.

For ISA’s Investors do not pay any personal tax on income or gains but ISAs do pay unrecoverable tax on income from stocks and shares received by the ISA manager.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 09/05/2023

Trusts, tax planning, estate planning and inheritance tax planning are not regulated by the Financial Conduct Authority.

The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment.

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Please click here to view our Client Privacy Notice