Money in Person
Initial consultation free
Independent
We offer independent, professional advice on Pensions, Investments Life & Health Insurances.
We can advise you on
Clients
helped
74helped
Minimum
pension value
£20k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Ian Yeomans
MR Leigh Kent APFS
Chartered Financial Planner
Mr Elliot Bolt DipPFS
Financial Adviser
What our clients say
cp
C.P.
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...
nw
N.W.
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...
Compliance
Money in Person is a trading name of Medics Financial Services Limited - registered in England & Wales - Registration Number: 1723058 AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY - FINANCIAL SERVICES REGISTER NO: 131216
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