Med-Ex Financial Advisory Services Limited

Independent Financial Advice and Wealth Management

Providing Advice to the Medical Profession for over 20 years

Welcome to Med-Ex

How much money do you need to set aside for the retirement you want, whether that involves lots of holidays and leisure time, or spending time with family and friends? Perhaps you’d like to be able to help your children or grandchildren to buy their first home, or simply have the peace of mind that your loved ones will be provided for should the unexpected happen. Or you may have shorter-term goals, such as planning for school fees.

Our proposition is based on developing long-term relationships with our clients, guiding them on their financial journey.  Indeed, we have been doing business with many of our clients for over fifteen years.

While we specialise in providing advice to the medical and dental professions, our clients range from young families to businesses, so if you would like a free initial consultation meeting to see if we could help you, please get in touch.

Why Ice Sculpture?
We’ve chosen to use the theme of Ice Sculpture throughout our website, as it embodies a lot of the values that are important to us. Clarity, Transparency, Patience, Precision, Preservation, Liquidity, Fluidity and Vision. Crafting something bespoke and unique from fundamental elements without losing the basic simplicity. These apply to Financial Planning, just as they do to Ice Sculpture.

CLARITY

We will always discuss your financial needs with you in clear, jargon-free language.

Making complex things simple

VISION

We will help you to see your bigger picture and to identify and realise your goals.

Enabling you to plan for your future and for the retirement you deserve

 

 

INTEGRITY

We will always act with integrity and transparency, and aim to deliver a high-quality service based on your needs and objectives, without product bias.

Putting you at the heart of our offering