Vision – helping you find your path
Whatever you dream of doing in life, we’re here to help you make it a reality. There’s no one path to getting financial planning right. Everyone has different needs, goals and circumstances, so every plan we make is bespoke. It’s also adaptable, as one thing we can be sure of is that things will change.
Clarity – making the complex simple
You’re busy and have enough to get on with in life, so we make financial planning as straightforward as possible. That’s why we deliver advice in a way that’s easy to understand and jargon-free, and why we’ve designed simplified investment solutions that still get results.
Longevity – in it for the long run
We don’t offer a quick fix. Life continues to evolve – and with it your needs and goals – so we’re here to annually review your plan and make sure it stays on track. We’re proud of the long-term relationships we have with our clients and their families, many spanning over a decade.
Integrity – putting you first
We’ll always act with integrity and transparency to deliver a high-quality service based on what you want. Because we’re completely independent, we’re not tied to any one product or company, leaving us free to put your needs at the heart of everything we do.
Your life, our LifePlan
Your circumstances, ambitions and needs are unique to you, but there are some common themes and issues that come at different stages of life. We’ve designed a visual way of mapping out where you are and where you’re headed – we call it the Med-Ex Financial LifePlan.
Your LifePlan shows you how you can use your resources to live the life you want to live, realise your goals and ensure that your loved ones are looked after. It lets you:
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Make sense of what you have
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See what your financial future may look like
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See steps you can take to make a big difference to your future
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Prevent unexpected events from affecting your financial security
Our approach
Vision – helping you find your path
Whatever you dream of doing in life, we’re here to help you make it a reality. There’s no one path to getting financial planning right. Everyone has different needs, goals and circumstances, so every plan we make is bespoke. It’s also adaptable, as one thing we can be sure of is that things will change.
Clarity – making the complex simple
You’re busy and have enough to get on with in life, so we make financial planning as straightforward as possible. That’s why we deliver advice in a way that’s easy to understand and jargon-free, and why we’ve designed simplified investment solutions that still get results.
Longevity – in it for the long run
We don’t offer a quick fix. Life continues to evolve – and with it your needs and goals – so we’re here to annually review your plan and make sure it stays on track. We’re proud of the long-term relationships we have with our clients and their families, many spanning over a decade.
Integrity – putting you first
We’ll always act with integrity and transparency to deliver a high-quality service based on what you want. Because we’re completely independent, we’re not tied to any one product or company, leaving us free to put your needs at the heart of everything we do.
What to expect when we work together
1. Discovery
After an initial conversation, we’ll meet one-to-one to learn more about you and your goals. We call this our Discovery meeting – it helps us determine if we’re the right fit for each other and fills you in on our services and fees.
2. Planning
Building on what we know about you and your circumstances, we then design a strategy to meet your wants, needs and objectives – your bespoke and adaptable LifePlan.
3. Implementation
Here’s where your vision becomes reality. Once you give the green light, we’ll complete, check and manage the paperwork and do what’s needed to put your LifePlan into action.
4. Review
We’ll check in with you at least once a year through our review service, Med-Ex Risk and Reward. We’ll outline any tweaks to your LifePlan and give you an updated, detailed report on where you are.
Vision – helping you find your path
Whatever you dream of doing in life, we’re here to help you make it a reality. There’s no one path to getting financial planning right. Everyone has different needs, goals and circumstances, so every plan we make is bespoke. It’s also adaptable, as one thing we can be sure of is that things will change.
Clarity – making the complex simple
You’re busy and have enough to get on with in life, so we make financial planning as straightforward as possible. That’s why we deliver advice in a way that’s easy to understand and jargon-free, and why we’ve designed simplified investment solutions that still get results.
Longevity – in it for the long run
We don’t offer a quick fix. Life continues to evolve – and with it your needs and goals – so we’re here to annually review your plan and make sure it stays on track. We’re proud of the long-term relationships we have with our clients and their families, many spanning over a decade.
Integrity – putting you first
We’ll always act with integrity and transparency to deliver a high-quality service based on what you want. Because we’re completely independent, we’re not tied to any one product or company, leaving us free to put your needs at the heart of everything we do.
Vision – helping you find your path
Whatever you dream of doing in life, we’re here to help you make it a reality. There’s no one path to getting financial planning right. Everyone has different needs, goals and circumstances, so every plan we make is bespoke. It’s also adaptable, as one thing we can be sure of is that things will change.
Clarity – making the complex simple
You’re busy and have enough to get on with in life, so we make financial planning as straightforward as possible. That’s why we deliver advice in a way that’s easy to understand and jargon-free, and why we’ve designed simplified investment solutions that still get results.
Longevity – in it for the long run
We don’t offer a quick fix. Life continues to evolve – and with it your needs and goals – so we’re here to annually review your plan and make sure it stays on track. We’re proud of the long-term relationships we have with our clients and their families, many spanning over a decade.
Integrity – putting you first
We’ll always act with integrity and transparency to deliver a high-quality service based on what you want. Because we’re completely independent, we’re not tied to any one product or company, leaving us free to put your needs at the heart of everything we do.
Vision – helping you find your path
Whatever you dream of doing in life, we’re here to help you make it a reality. There’s no one path to getting financial planning right. Everyone has different needs, goals and circumstances, so every plan we make is bespoke. It’s also adaptable, as one thing we can be sure of is that things will change.
Clarity – making the complex simple
You’re busy and have enough to get on with in life, so we make financial planning as straightforward as possible. That’s why we deliver advice in a way that’s easy to understand and jargon-free, and why we’ve designed simplified investment solutions that still get results.
Longevity – in it for the long run
We don’t offer a quick fix. Life continues to evolve – and with it your needs and goals – so we’re here to annually review your plan and make sure it stays on track. We’re proud of the long-term relationships we have with our clients and their families, many spanning over a decade.
Integrity – putting you first
We’ll always act with integrity and transparency to deliver a high-quality service based on what you want. Because we’re completely independent, we’re not tied to any one product or company, leaving us free to put your needs at the heart of everything we do.