Money in Person

Mortgage broker  14 Albert Road, Tamworth, Staffordshire, B79 7JN
First meeting at adviser's own cost
Impartial, professional and friendly financial advice on Mortgages and Equity Release (Lifetime Mortgages) as well as Life and Health Insurances.
We can advise you on
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
Response rating
8.6/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Tracey Biggs Cert CII(MP)
Mortgage Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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 financial services industry, including regulation, legislation and the Code of Ethics.

Ian Yeomans

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

About us

Money In Person provide financial advice on mortgages, life and health insurances and home equity release plans. Whether it's a matter of buying a new house, protecting your family against the unexpected, or releasing the value tied up in your home we provide tailor-made solutions to meet your needs. Money in Person is an offshoot of specialist Chartered Financial Planners, Medics Financial Services Ltd who were established in 1983. Our remit is to offer to local people the same level of expertise and personal service to that Medics Financial Services Ltd has been proud to provide to its Medical Professional clients for many years. Many of our current clients have been with us right from the outset. Our business has developed as the financial landscape has changed and financial advice has become a profession requiring high levels of technical skill and knowledge. We continue to believe that our clients value not just our skills and expertise but also a friendly, client-oriented service.

Our services

We provide a client-oriented and individually tailored approach to insurance and mortgage advice. We have worked hard to attain high standards of professional skills and knowledge to ensure our clients receive advice of the highest quality.

Where to find us
Head office address: 14 Albert Road, Tamworth, Staffs, B79 7JN
Preferred clients
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
8.6/10
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FCA authorised
Last authorised 25th May 2020

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