Money in Person provides financial advice on pensions, investments mortgages, life and health insurance and home equity release plans. As our name suggests, we provide a customer-oriented service, assisted by technology but driven by human interaction. Although based in Tamworth in Staffordshire, we are happy to assist clients across the wider Midlands area and nationally. Whatever your financial advice requirements, we provide tailor-made solutions to meet your needs.
Money in Person is an offshoot of specialist Chartered Financial Planners, Medics Financial Services Ltd who were established in 1983. Our remit is to offer to local people the same level of expertise and personal service to that Medics Wealth Management has been proud to provide to its Medical Professional clients for many years. Many of our current clients have been with us right from the outset. Our business has developed as the financial landscape has changed and financial advice has become a profession requiring high levels of technical skill and knowledge.
At the same time we continue to believe that our clients value not just our skills and expertise but also the personal, client-oriented service which has been at the heart of our business for three decades.
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