Medical & General Independent Financial Advisers - Ottery Saint Mary

Medical & General Independent Financial Advisers is a reputable company that offers financial planning services. They are located in Cadhay Barn, Cadhay, Ottery Saint Mary EX11 1QT, United Kingdom. You can reach them by phone at 1404515544 or visit their website at medicalandgeneral.co.uk for more information.

One of the key features of Medical & General Independent Financial Advisers is their specialization in financial planning. Their team of experienced advisers can help you make informed decisions about your finances, whether you're planning for retirement, saving for a big purchase, or just looking to manage your money more effectively.

The company offers a range of services to meet the needs of their clients, including on-site services and online appointments. They understand that not everyone has the time or ability to visit their offices in person, so they offer flexible options to accommodate their clients' schedules and needs.

In addition to their convenient services, Medical & General Independent Financial Advisers is committed to accessibility. Their offices have wheelchair-accessible parking, entrances, and toilets, making it easy for clients with mobility issues to visit. They also have toilets available for all clients.

Medical & General Independent Financial Advisers has received excellent reviews from their clients, with an average rating of 5/5 on Google My Business. Many clients have praised the company for their knowledgeable advisers, personalized service, and clear communication.

Reviews of Medical & General Independent Financial Advisers

Paul G

5/5

Dealing with the complexities of an NHS Pension is stressful and I wanted some professional advice to ensure I really understand the implications of my choices.
Michael Harms at M&G gave me some clear and simple advice which saved me some costly mistakes.
Your pension arrangements is probably the single biggest financial decision you will ever make and I would strongly recommend a conversation with Michael even if you think like me that you knew what you were doing . 5 Stars !!!!

omhny

5/5

Had an initial meeting with Johnathan Burden regarding investment advice which was incredibly useful, providing me with all the necessary information to understand taxes associated with my account and formulating strategies to move forward. Very approachable and knowledgable. Also booked the appointment yesterday so very quick quick turnaround time to get advice!

max henderson

5/5

Fabulous service from Mike. Good communications and detailed but clear advice about aspects of my NHS pension. Made my decision-making much much easier. Would highly recommend

james chambers

5/5

Jonathan Burden provided useful impartial advice regarding retirement planning, touching briefly on mortgage provision and income protection. He offered a remote meeting via Zoom and provided a follow-up email summary with links to resources. Would recommend.

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5/5

Jonathan was brilliant in advising me of the pros and cons of the different options for saving for my children. He was able to answer all my questions in good detail and helped fill in the gaps in my knowledge on tax efficiency. Anyone using his services will not be disappointed.

J Marway

5/5

I don' often write reviews, but I just had to share our experience. George is just excellent! He sorted out our mortgage deal when no one else could. He was knowledgable, super dedicated from the start and often went way beyond what was required. Thank you!