Financial planning for medical professionals

Case Studies

"Imagine Financial Planning has clearly listened to my concerns and delivered financial solutions to match my priorities. They have advised me on my personal financial affairs for a number of years and I now have a retirement plan which I am confident will achieve its aims"

Tom Day
Stephenson Day Ltd

"Imagine Financial Planning has given coherence to my financial planning, and I'm now in a position to take a positive long-term view to my future. I’ve been delighted with the consistent level of personal service I have received from Paul. I can't recommend them highly enough"

Karla Newbury-Jones
Mrs. Energy Ltd

"Imagine Financial Planning has provided me with financial advice for a number of years for both my private finances and for my business finances in my capacity as director. I trust and greatly appreciate their advice"

John Jepps
Thomas MacKay Ltd

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Latest News

  • Foxtons tumbles on warning of property market slowdown

    (Update) Asos meanwhile surges on reports of US bid for online fashion company.


  • Michael Lipper: 7 signs a market slump is coming

    Wall Street veteran pinpoints seven reasons markets are making him nervous.


  • Under pressure Electra cuts stake in Premier

    Electra Private Equity, the investment trust fighting off activist Edward Bramson, reduces its stake in Premier Asset Management.


  • Why I'll forgive misfiring Ruffer... for now

    Citywire columnist James Carthew weighs up his holding in underperforming Ruffer Investment Company.


  • Cancer sufferer wins payout from insurer over annuity

    Wayne Davies has secured a payout from insurer Royal London over its role in the mis-selling of an annuity.


  • RBS fined £14.5m for mortgage advice failings

    The Financial Conduct Authority has fined the Royal Bank of Scotland £14.5 million for advice failings around mortgage sales.


Supplied by Citywire

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