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Your future. Your family’s future.
On your terms.

Helping medical professionals get financial clarity.

Are you clear about:

  • When you’ll be able to retire?

  • How to make the most of your NHS pension?

  • What shape your finances are in?

  • How your plans might pan out?

  • How secure your family is?

We know it’s too complicated and time consuming to work out on your own

Trying to get clarity about your finances is tricky. Working out when you’ll be able to retire is even worse! And if you have a go, you’re worried that you’ll get it wrong. It sounds like you could do with some helpful advice.

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At Med-Ex, we believe that everyone deserves a clear view of the future and a great financial plan. We get that it’s complicated, but we’ve helped hundreds of people just like you. In fact, 95% of our business comes from recommendations from medical professionals or their accountants.

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So the sooner you get started and talk to us, the sooner you can relax, knowing that your future and your finances are both looking good. And who knows? You might even discover you can retire sooner than you thought…

 

 ‘Med-Ex are a brilliant Financial Planning firm and have helped me a lot’ 

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Petra Smith

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Optimistic

Giving you confidence for the future

Ethical

Investing for a positive impact

Expert

Over 25 years in the business

Why Med-Ex? 

Since we first opened our doors in 1998, we’ve worked with medical professionals and their families, helping them navigate the twists and turns of life and make the most of their money. We’re proud to say that many of them have been with us as valued clients for ten years or more. We never forget that what we do has a real impact on the people and the families we work with. And when we see them achieving something incredible, that’s the best feeling ever.

1. Discover your goals 

We’ll have a discovery session where we can find out more about your unique situation. And you can tell us all the things you want to do in the future. Our searching questions may even reveal responses that will surprise you!

2. Develop a strategy

We’ll get to work on your personalised LifePlan. It will help take away any fears for the future and let you feel confident you know where you’re headed.

3. Discuss it regularly

We’ll get your plans working. And then as each year goes by, we’ll meet with you to check they’re all still on track. Life evolves, so you can rest assured that our strategies are adaptable and carry a plan B!

Medical professionals like you need a great plan to:

This is what we do:

Have control of your money

You’ll feel more relaxed once you have the complete picture of your finances

Get the retirement you deserve

We’ll help you plan so you can see exactly what your retirement will look like

Enjoy financial peace of mind

We’re on hand to make sure you and your family are in a good place financially

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