Ian Yeomans recently helped me with my mortgage for a new property. Extremely professional, friendly and thorough through the whole process. Excellent communication and advice given to give me the best options possible.
March 2021
Professional and friendly service provided...would highly recommend to anyone who requires financial services. Couldn't do enough to help, and went above and beyond to ensure we received the right product at a great rate. Very thorough, discussed everything in detail and made sure we were 100% happy with everything. Couldn't... read full comment
August 2019
Myself and my wife recently had a full pension review with Medics Wealth. Detailed interview about our current financial situation, followed by extensive research into our current pensions and a final presentation of all the results. Full detailed report provided. Would thoroughly recommend.
We have built our business on providing independent, individually tailored advice to our clients for more than three decades. We feel it is important to advise our clients in a way that reflects, not just our philosophy, but reflects the needs, preferences and opinions of our clients. We try to provide as much clarity as we can in dealing with your money and believe that openness, honesty and integrity are essential elements of a successful business relationship. After all, we can only continue to thrive as a business if our clients do also.
Other Information
Products and services: Wealth management, Independent financial advice, Pensions, Investments, Financial planning, Defined Benefit Pension Transfer Advice, Equity release & Lifetime mortgages, Life insurance, Critical Illness Insurance
