Medics Wealth Management

Independent Financial Adviser 14 Albert Road, Tamworth, Staffs, B79 7JN
First meeting at adviser's own cost
Response rating
9.5 /10
FCA verified
16th September 2019
As Chartered Financial Planners we offer independent, professional advice on Pensions and Investments.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Leigh Kent APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Ian Yeomans
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
Where to find us

14 Albert Road, Tamworth, Staffs, B79 7JN

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Medics Wealth Management is Authorised and Regulated by the Financial Conduct Authority.

Medics Wealth Management is a trading style of Medics Financial Services Limited.

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