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.
Find out about our services.
Please call us on 01827 53310 or use our contact form.