MEDHAVEN FINANCIAL PLANNING

Ongoing service

Eye testing glasses in optician's office.

Asian Woman Doctor or Scientist Using a Microscope In Laboratory

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:

N

unrestricted access to your MedHaven adviser

N

cash flow modelling reports, addressing any future income or capital shortfalls

N

a minimum annual review of your holding via your chosen method (virtual, face to face or phone)

N

access to our excellent client portal, including secure messaging and live investment pricing

N

assistance dealing with NHS pension queries including annual and lifetime allowance checks

N

regular investment updates and portfolio re-balancing

N

access to regular newsletters and topical blogs

The Financial Conduct Authority does not regulate Cashflow Planning.