We provide independent financial advice on pensions, investments, mortgages, life and health insurances. Whether you are planning your retirement, investing for the future, buying a new house or looking to protect your family against the unexpected we provide tailor-made solutions to meet your needs.
In addition to our skills and expertise we believe that our clients value the personal, client-oriented service which is at the heart of our business. We are pleased to provide a face-to-face service at our office in Tamworth but can also arrange remote meetings via telephone and video-conference where this is more convenient to you.
Why come to us?
We are pleased to provide Independent Financial Advice on Pensions, Investments and Retirement Planning. Whether you are interested in
investing for your children’s future, building a pension pot to fund your retirement or deciding how to use your accumulated retirement pot to ensure a secure and comfortable retirement, we can help. We also provide a Retirement MOT Service to help you look under the bonnet of your existing pension arrangements.
We offer professional, impartial Life and Health Insurance advice. Based in Tamworth in Staffordshire, we can offer face-to-face advice at our offices or a remote service across the UK. As Independent Advisers we survey the market, not only to find a competitive premium, but also to make sure the insurance meets your requirements and has the breadth of cover you require.
As mortgage brokers, we provide "whole of market" mortgage advice and are not limited to just one or two lenders. Whether you are looking to buy your first home, remortgage or purchase a buy to let our highly trained and qualified independent mortgage advisers, based here at our offices in Tamworth, are ready to assist you.
We offer face-to-face advice on Lifetime Mortgage (Equity Release) arrangements at our offices in Tamworth. We can also offer a remote service across the UK. Our aim is to offer you impartial and professional advice in a relaxed and unhurried manner.
Tamworth Enterprise Centre, Corporation Street, Tamworth, B79 7DN
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01827-313993
"Money in Person" is a trading style of Medics Financial Services Limited who are Authorised and Regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 131216 at https://register.fca.org.uk/. Registered in England and Wales No. 1723058 Registered Address: Tamworth Enterprise Centre, Corporation Street, Tamworth, B79 7DN