MEDHAVEN FINANCIAL PLANNING
Ongoing service
Ongoing service
One guarantee with a financial plan is that it won’t go smoothly.
Life events will require you to make financial adjustments and manoeuvring.
Partnering with MedHaven and opting into our ongoing service you will receive the following:
unrestricted access to your MedHaven adviser
cash flow modelling reports, addressing any future income or capital shortfalls
a minimum annual review of your holding via your chosen method (virtual, face to face or phone)
access to our excellent client portal, including secure messaging and live investment pricing
assistance dealing with NHS pension queries including annual and lifetime allowance checks
regular investment updates and portfolio re-balancing
access to regular newsletters and topical blogs
The Financial Conduct Authority does not regulate Cashflow Planning.