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Money in Person
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
78
Minimum
pension value
£20k+
Minimum
wealth
£50k+
Minimum
mortgage value
£50k+
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
Financial Adviser
MR Leigh Kent APFS
Chartered Financial Planner
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 requirements and always goes that extra mile for the clients benefit.
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 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).
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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