"No flash suits. No glossy brochures. Just excellent advice."
You will find your experience with Wealth West Medical quite different from your previous encounters with financial advisers. We will not pull up into your practice or hospital car-park in an expensive car, wearing a flash suit, armed with glossy brochures.
Our only concern is providing an excellent chartered financial planning service, tailored specifically for doctors in Bristol. Delivered in a friendly, personable way by someone whose main objective is to really get to know what is important for you and understands the medical profession and its pressures.
"We make a big thing of keeping in touch."
We build long-term relationships with doctors and our whole firm's advice process is built upon on-going service. This is because we believe that there is only one thing certain in life - that life is going to be uncertain!
So we make a big thing of keeping in touch. Our six-monthly face to face meetings with doctors are standard and ensure changes in personal lives and in the world of money are addressed properly.
"No initial investment fees. No upfront report fees."
Our fee structure is perfectly aligned to our service structure. With Wealth West Medical you do not have to worry about a salesman selling an investment or transferring an investment in order to earn an upfront fee or commission - why? Because, quite simply, we do not charge any upfront fees.
We bear all the initial setting up costs and only ask that doctors make, if at all possible, a voluntary donation to a local medical charity in lieu of any initial work performed on your behalf. Our recommended charity is Jessie May however of course any donations can be made to a charity of your choice.
Donations to Jessie May charity can be made at www.justgiving.com/jessiemay
Wealth West Medical was set up to deal with one type of client - the doctor in Bristol. It is what we do. This means we are extremely local to all of our clients' places of work and homes which means we can offer a really personal, face to face service.
We are extremely local and are familiar with all of the local hospitals, walk-in centres, GP practices and in fact the NHS trusts themselves. Indeed Wealth West Medical is the only Bristol based Chartered Financial Planner to deal exclusively with doctors in Bristol.