We are independent financial advisers (IFAs), our offices located in Worcester and Lymington. From these two locations we service our long-standing clients around the UK. Originally limited to members of the medical and dental professions, we have since 1977 provided financial advice and guidance by employing what we believe to be a fresh and straightforward approach to Wealth Management.
Over time our client base has expanded and now we advise a diverse range of professions and members of the general public. Our client's investments and pensions are administered under one roof and under which we employ our extensive experience and knowledge to help individuals and companies achieve their financial goals and objectives.
Over time our client base has expanded and now we advise a diverse range of professions and members of the general public. Our client's investments and pensions are administered under one roof and under which we employ our extensive experience and knowledge to help individuals and companies achieve their financial goals and objectives.
Services
Medical Assurance Bureau is an Independent Financial Advisory (IFA) firm, offering plain speaking and impartial financial advice in all aspects of financial planning - advice that is completely unbiased towards any company or product. Making every effort to understand our client's unique requirements and to find solutions to suit their needs.
If you're retired, a business owner, a senior executive or professional person, you'll enjoy the support and advice we provide. At Medical Assurance Bureau we care about the details. Our clients are of all ages and invariably more than capable of managing their own affairs. However some clients choose to delegate their financial affairs so they can remain focused on what they're best at.
We believe that it is relationships based on trust that will guide your journey through the various financial stages of your life. We do this by getting to know you and understanding what your life objectives are, as well as when you want to meet these objectives, and what the financial requirements might be to help you to achieve them.
I cannot speak highly enough of Andy - he has helped me tremendously and given me huge confidence in my finances again. A year ago, (having been given the runaround by another adviser), I literally bumped into Andy and his colleague Peter (whom I have known for 25 years) in town. I was so pleased this unplanned meeting occurred as after discussion, arranged further meetings.
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