Medics Wealth Management

Medics Wealth Management provide independent financial advice and wealth management. Based in Tamworth in Staffordshire, we assist clients across the wider Midlands area and nationally. Whether it's a matter of planning for your future financial security, protecting your family against the unexpected, or managing your present and future tax liabilities we provide tailor-made solutions to meet your needs.

Whether it be investing for the future, planning your retirement or arranging life, health and income protection insurance we are pleased to provide informed, professional and independent advice. Our proposition is based around four key stages. Firstly we will go through a fact-finding process with you to make sure we have a complete understanding of your circumstances and needs.

We're proud to have been awarded the prestigious title 'Chartered Financial Planners' by the Chartered Insurance Institute (CII). This title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice. Chartered firms must also follow a demanding code of ethical practice.

With the new world of "Pension Freedom" upon us, the choices and options available to those with pension funds, even those with Defined Benefit pension schemes, have increased dramatically. Many options offer advantages to those looking to access their pension benefits - but there are also pitfalls.

Defined Benefit pension benefits are a valuable commodity. Offering protection against inflation and insulated from the volatility of stock market performance, Defined Benefit schemes offer excellent provision toward retirement for many people.

However, for some people, the goal of greater freedom around the payment of death benefits, tax-free cash and income have encouraged them to consider whether they should transfer their Defined Benefit pension to something more flexible.This is an area where truly impartial, professional advice is essential.