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Based in Tamworth
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Working with Medics Wealth Management, I have been providing Financial Advice to the people of Tamworth, Lichfield, Sutton Coldfield and the wider Midlands area for more than 25 years. In addition to the necessary Level 4 Diploma, I also hold the Advanced Diploma and Chartered Financial Planner status, enabling me to offer specialist pension advice. I am supported by a team committed to providing an accessible yet professional service to all our clients. We aim to care for your needs with quality, impartial advice. We specialise in Pensions and Investment advice as well as offering a broad range of other areas such as Life and Health Insurances, Private Medical Insurance and Inheritance Tax planning. We are fully independent, able to survey the whole market in order to meet your needs. An initial, without charge and no obligation initial consultation is usually available to give you the opportunity to find out how we can help you in planning for your financial requirements.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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