Meet the team

A bit about the office based Med-Ex team that supports you

Name
Nick Miles

Role
Financial Planner & Director

Contact
nickmilesmed-ex.co.uk

Phone
07812 195029 (mobile)
01884 841046 (office)

Overview

Nick has more than 28 years of Financial Services experience, in roles ranging from front line client work to owning and running his own successful businesses for the past two decades.

Nick has:

  • Experience in all advice areas, with personal specialism in investments and retirement planning
  • Achieved the Personal Finance Society Diploma Level qualification, the MAQ for mortgages and long term care certificates
  • Remained a member of The Personal Finance Society and the New Model Business Academy
  • A network of specially selected experts to support your advice needs
  • Worked across all client areas, and specialises with personal clients in the medical profession
  • Built a solid network of clients from local people looking to maximise their hard earned money, to owners of Small & Medium Size enterprise businesses, through to medical professionals across the UK
  • Keen interests in football coaching, finance, and family (not necessarily in that order of priority)

Specific Skills:

  • Investment and pre-retirement planning
  • Near and post retirement planning
  • Inheritance taxation
  • Personal taxation self-assessment

 

 

Being a NHS and private practice worker, my circumstances were far from simple. I was getting nearer to retirement, and had a variety of pension plans and investments that I had collected over my working lifetime. Nick helped me make sense of what I had first, taking care and time to explain jargon, and then helped me see what my retirement would look like. He made a dry subject engaging and has delivered on his promises to review my plans with me unlike other advisers I have had in the past. A great service.

Name
Debbie Clark

Role
Investment Manager

Contact
debbiemed-ex.co.uk

Phone
01884 841046 (office)

Overview

After graduating from the University of Bath with an honours degree in European Studies, Debbie worked for Reuters for over 10 years, managing a group collating international corporate financial data for use by the global financial and investment management community.

Debbie has worked in Financial Services for over 9 years, and joined Med-Ex in 2008.  She is responsible for looking after our clients’ investment portfolios and managing our investment proposition.  She also works alongside Nick, assisting him in developing clients’ financial plans and reviewing their needs and objectives, and providing investment and other technical research.

Debbie has:

  • Achieved the Personal Finance Society Diploma Level qualification
  • Achieved the CFA UK Level 3 Certificate in Investment Management and the CII Level 4 Certificate in Discretionary Investment Management
  • Remained a member of The Personal Finance Society and the CFA Society
  • Knowledge and experience in all areas of financial planning, specialising in investment and retirement planning
  • Keen interests in finance, investment, travel, cinema, and good food and wine (not necessarily in that order!)

Specific Skills:

  • Investments
  • Retirement planning
  • Languages (French and Italian)

Name
Zoe Cross

Responsibilities
Administration and research of New Investments, pensions protection and Group Schemes

Contact details
zoemed-ex.co.uk

Name
Teresa Hawkins

Responsibilities
Rebalancing administration, mortgage and remortgage applications.

Contact details
teresamed-ex.co.uk