1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. West Midlands
  6. breadcrumb-arrow
  7. Staffordshire
  8. breadcrumb-arrow
  9. Tamworth
  10. breadcrumb-arrow
  11. Medics Wealth Management

Medics Wealth Management

Independent Financial Adviser  Tamworth Enterprise Centre, Tamworth, Staffs, B79 7DN
First meeting at adviser's own cost
As Chartered Financial Planners we offer independent, professional advice on Pensions and Investments.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 21st June 2021
Meet our advisers
MR Ian Yeomans

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

MR Leigh Kent APFS
Chartered Financial Planner

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Accreditations
Chartered Financial Planner
What our clients say
Leigh explains all aspects of pensions and investments in a clear and easily understandable manner. He has full understanding of all products available in which to meet his clients needs and requirements and always goes that extra mile for the clients benefit.
C.P., Tamworth
Leigh Kent gives a very valuable and high-quality service to my wife and I in respect of managing and rebalancing our SIPP investment funds via Transact, as well as giving investment advice on pensions, annuities and other types of investment generally. He is very professional in his approach as a well-qualified Chartered Financial Planner whilst remaining very friendly, approachable, flexible and helpful in his general manner. He reviews our investments on a regular basis and is pro-active in rebalancing investments in response to market changes. He communicates very well, he knows his stuff, he listens to his clients views and needs, and we are generally very pleased with his beneficial tailored advice to date. We are very pleased to have Leigh as our IFA, we certainly feel that we are in safe hands, and can therefore thoroughly recommend him to others (and bear in mind that I formerly spent 12 years in the Financial Services Industry from 1984-1996, during which time I met many thousands of IFAs and Financial Advisers, and so I am not easily impressed).
N.W., Tamworth
About us

Medics Wealth Management provide independent financial advice and asset management. We are proud to be Chartered Financial Planners.

Our services

We provide a client-oriented and individually tailored approach to investment and pensions advice. We have worked hard to attain Chartered status and this means high standards of professional skills and knowledge to ensure our clients receive advice of the highest quality. With additional specialist qualifications in areas relevant to retirement planning, such as Defined Benefit Pension Transfers, we are well placed to offer a broad-based, client-centered and holistic service to all of our clients.

Where to find us
Head office address: Tamworth Enterprise Centre, Corporation Street, Tamworth, Staffs, B79 7DN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 21st June 2021

Similar advisers near you

Opal Wealth Management Ltd
Independent Financial Adviser 0.31 mi
We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient inve
 
See profile
Intuitive FS Mark Popple
Independent Financial Adviser 0.64 mi
At Intuitive FS we are well placed to cover all aspects of financial planning and pride ourselves on placing our clients’ needs at the focal point of our company.
 
See profile
PSA Financial Services Ltd
Independent Financial Adviser 0.88 mi
Call us to book your free initial consultation.
 
See profile
Jeff Smith Quilter Financial Advisers
Independent Financial Adviser 1.01 mi
I provide full financial planning advice for both individuals and companies in the Midlands area.
 
See profile