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Medics Wealth Management provide independent financial advice and wealth management. Based in Tamworth in Staffordshire, we assist clients across the wider Midlands area and nationally. Whether it's a matter of planning for your future financial security, protecting your family against the unexpected, or managing your present and future tax liabilities we provide tailor-made solutions to meet your needs. In November 2014 we were proud to be granted Chartered Financial Planner status. Not only does this signify that we are demonstrating a commitment to develop the knowledge and skill of our team, but that we have also subscribed to a demanding code of ethical practice. Further details of what Chartered Status involves are available here. We were established in 1983 and many of our current clients have been with us right from the outset. Our business has developed as the financial landscape has changed and financial advice has become a profession requiring high levels of technical skill and knowledge. At the same time we continue to believe that our clients value not just our skills and expertise but also the personal, client-oriented service which has been at the heart of our business for three decades. We have a long association with the medical profession and can offer specialist advice on areas relevant to doctors and other medical professionals. However, our clients are not restricted to these areas and we are pleased to offer our services to other professions, people planning their impending retirement and many others who appreciate that reliable advice is a worthwhile investment.
Tamworth Enterprise Centre, B79 7DN, Tamworth, United Kingdom
I have been a client of Medics Wealth for many years and have received excellent advice and guidance in all my financial matters.They explain things clearly and precisely and are always available to assist if an unexpected problem arises.I would highly recommend them.
Reply from Medics Wealth Management
Thank you for your kind words!
A honest hard working person who explained everything in depth sorted all my pension sharing order even after 9 years ago. Professional courteous service experts in financial services, customer care is very well. I am a very happy customer.
Reply from Medics Wealth Management
Thank you for your kind review Mrs Hatton.
I've been working with Ian for a couple of years at Medics Wealth Management and Ian and the team are incredible. I have so much confidence working with Medics Wealth. I wouldn't put my trust anywhere else. After my Father's passing Ian and the team have helped me every step of the way with my inheritance, giving me solid advice and helping me to ensure that my finances work for me and that I put my money in the best possible place. Any questions I have Ian is always attentive and responds quickly to my emails or phone calls. Medics Wealth give me so much confidence that I am getting the best and up to date information so I can make informed decisions about my finances.
Working with Ian I have been able to invest successfully and achieve results that I wouldn't have had the confidence to do alone.
The customer service and care at Medics Wealth Management is unmatched.
Professional, friendly, trust worthy, attentive and results driven.
Thank you Ian. I look forward to working with you for many years to come!
Reply from Medics Wealth Management
Dear Sarah, Thank you for your review of our company and the service you have received - these are the high standards we aim to reach with our clients, and I am pleased that you feel that we have achieved this!
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