Medical & General Independent Financial Advisers - Ottery Saint Mary

Medical & General Independent Financial Advisers: A Comprehensive Overview

Medical & General Independent Financial Advisers stands as a reputable and established firm dedicated to providing comprehensive financial planning services. Located at Cadhay Barn, Cadhay, Ottery Saint Mary EX11 1QT, United Kingdom, the firm operates with a commitment to clarity, expertise, and personalized advice. Their telephone number is 1404515544, and visitors can access more information and schedule appointments via their website: medicalandgeneral.co.uk. The firm specializes in acting as a Financial planner, skillfully guiding individuals and families through the complexities of financial decisions.

Location and Accessibility

The firm’s physical address, Cadhay Barn, offers a welcoming and accessible environment for clients. Its location in Ottery Saint Mary, Devon, provides a peaceful setting for important financial consultations. Crucially, Medical & General has prioritized accessibility, boasting a Wheelchair-accessible car park and a Wheelchair-accessible entrance. Furthermore, a dedicated Wheelchair-accessible toilet is available on-site, demonstrating a strong commitment to inclusivity. Simple amenities such as a Toilet are also provided for client convenience.

Services Offered and Specializations

Medical & General’s core competency lies in providing tailored financial planning solutions. They cater to a wide range of needs, demonstrating a breadth of knowledge within the financial landscape. While their primary focus is as a financial planner, they possess significant experience in areas such as Pension advice, which is frequently sought by clients seeking clarity on complex NHS pension schemes. The firm’s approach emphasizes clear communication, ensuring that clients fully understand the implications of their decisions. Their ability to explain intricate details in a straightforward manner is consistently praised by clients – a characteristic that fosters trust and confidence.

Client Feedback and Reputation

The company has garnered consistently positive feedback within the financial advisory sphere. Currently, it holds 8 reviews on Google My Business, all of which maintain an outstanding Average opinion: 5/5. These reviews highlight the firm’s dedication to client satisfaction and its commitment to providing valuable, insightful advice. One client, Sarah & Ash, particularly emphasized the firm’s patience and ability to answer complex queries in a readily understandable way, describing the experience as “reassuring and informative.” This sentiment reflects a common thread throughout the reviews, emphasizing the firm's approachable and knowledgeable team.

Key Features and Recommendations

• Online Appointments: Clients can now schedule appointments conveniently from the comfort of their homes, streamlining the process and enhancing accessibility.
• On-site Services: Traditional face-to-face consultations remain available, providing a personal touch and fostering a strong client-advisor relationship.
• Accessibility Features: The firm’s commitment to accessibility is evident through its wheelchair-accessible facilities, ensuring that all clients can comfortably and confidently participate in their consultations.
• Recommended Appointments: The firm typically recommends appointments to thoroughly assess individual financial needs and goals.

Medical & General Independent Financial Advisers differentiates itself through its dedication to clarity and client-centric service. Their team’s ability to translate complex financial jargon into accessible language is a key strength, empowering clients to make informed decisions about their financial futures. They prioritize building strong, trusting relationships with their clients, ensuring that each individual receives personalized attention and guidance. The firm’s commitment to accessibility further solidifies its reputation as a welcoming and inclusive financial advisory practice. The consistent 5-star ratings on Google My Business serve as a testament to their dedication to excellence and client satisfaction. They truly strive to provide peace of mind to those navigating the often-challenging world of financial planning.

In essence, Medical & General Independent Financial Advisers offers a reliable and supportive service for individuals seeking expert guidance on a wide array of financial matters. Their combination of experienced professionals, accessible facilities, and a client-focused approach makes them a valuable resource for anyone seeking to secure their financial well-being.

👍 Reviews of Medical & General Independent Financial Advisers

Ashley H.

5/5

We needed some Pension advice, as we had been given opaque details for a set of NHS pension scheme rules. Mike and Laura were brilliant, patiently listening to our queries and answering them in plain language, enabling us to make some really important life decisions.

Just wanted to drop you a note to say thank you, it was really reassuring and informative and we are extremely grateful 🙏

Thanks and best wishes

Sarah & Ash

Andy S.

5/5

Would 100% recommend. Jonathan and his team are very helpful and professional. Always respond to queries quickly, usually within a few hours. Fees very reasonable given quality of service.

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!

james C.

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.

.

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.

max H.

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

J M.

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!