Medics Wealth Management

Financial Advisers (Independent) in Tamworth

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14 Albert Road
Tamworth
B79 7JN

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Some key times at which advice can be most needed include providing for a young family in the event of your death or ill-health, saving and investing for your children's university fees or to help them with the cost of a first home. Later it is crucial to get advice on how to fund retirement and eventually how to best draw on your accumulated retirement fund. As the years advance, planning your estate and minimising Inheritance Tax are further areas in which quality advice can pay dividends.

Why then should you seek independent advice? Many organizations will provide advice, but this may be restricted to the products of one particular provider. If you are investing your time and resources to obtain advice, a truly Independent Financial Adviser will be able to consider the whole range of products and providers available when tailoring advice to you.

We're proud to have been awarded the prestigious title Chartered Financial Planners by the Chartered Insurance Institute (CII).

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Opening hours

Monday to Friday: 9am - 5pm

Saturday to Sunday: Closed

Key Services

chartered, financial advice, financial advisers, financial advisor, financial planning, Medics Financial Services Ltd, Medics Investment Services, Medics Wealth Management


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