Supporting medical professionals for over 20 years
Med-Ex was started in 1998 to provide independent financial and investment planning services to those working in the NHS medical and dental professions. Over that time, we’ve helped hundreds of doctors, medics, GPs, dentists and healthcare consultants – and their families – find financial security and retire on their own terms through clear and straightforward advice.
About us
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We’re a team of qualified Financial Planners, investment specialists and support staff
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We understand the specific issues for medical and dental professionals
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We know the ins and outs of the NHS Pension Scheme
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We’re transparent about our fees
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We’re independent, so can research the whole market to find the most suitable products for you
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We have investment options with an ethical, sustainable focus – our Kinder World range
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We offer services that complement your financial planning, such as Locum insurance and business planning advice
“Being an 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. Med-Ex 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. Nick 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.”
Nick Miles,
Director and Financial Planner
Year joined Med-Ex: 1998
A founder member as a sole trader and then a Director when the firm became a limited company in 2008.
Qualifications:
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Level 4 (Diploma) Professional Financial Planner
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CeMAP Mortgage Qualification
What do you enjoy most about working at Med-Ex?
I enjoy the people most – their stories, their objectives and dreams, what concerns them and helping them achieve their dreams.
What’s a quote or phrase that goes through life with you?
You have to stand for something or fall for anything.
Where’s your favourite place in the world?
Monteverde, Costa Rica.
What do you enjoy doing in your spare time?
Road cycling, reading Moneyweek, also some biographies and niche books. And thinking of the possible.
Diane Miles,
Director
Year joined Med-Ex: 1998
What’s a quote or phrase that goes through life with you?
Every moment is a fresh beginning.
Where’s your favourite place in the world?
Costa Rica with it’s rich diversity and wonderful people, but I just love mountains, lakes and the sea almost anywhere, the wilder the better.
What do you enjoy doing in your spare time?
Being a member of Rock Choir, decorating, exploring new places, walking the dog with family and friends over the moors, and by the sea.
Meet the team
Get to know a bit about the key people behind Med-Ex.
Zoe Skinner,
New Business Manager
Year joined Med-Ex: 2008
Qualifications:
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UK Financial Services, Regulation and Ethics (CF1)
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Financial Services Products and Solutions (LP2)
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Level 3 Certificate in Financial Services
What do you enjoy most about working at Med-Ex?
No two days are the same!
What’s a quote or phrase that goes through life with you?
"Life isn’t about waiting for the storm to pass; it’s about learning to dance in the rain".
Where’s your favourite place in the world?
My absolute favourite place in the world is Disneyland!
What do you enjoy doing in your spare time?
Spending time with my family, getting out and about as much as we can and making memories.
What we do
External
Trinity Independent Mortgage Brokers, Plymouth, Devon
Mortgage Advisor - Aimee Milton
Trinity Independent Mortgage Brokers were established in 2005 and have access to the whole mortgage market.
They are a representative of the client, not the mortgage company,
Trinity services include :
Purchases
Self-Builds
Buy to Let
Second Charges
Remortgages
First time buyers
Commercial Mortgages
Top Up Mortgages
Bridging Loans
Louise Arnold,
Investment Administrator
Year joined Med-Ex: 2024
Qualifications:
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CeMap
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CeRER
What do you enjoy most about working at Med-Ex?
I enjoy working with numbers and people, it’s a very friendly work environment as well as being in a beautiful setting.
What’s a quote or phrase that goes through life with you?
Never give up – just keep on going!
Where’s your favourite place in the world?
My Garden.
What do you enjoy doing in your spare time?
I love literature, films and gardening as well as eating out – that is a hobby all in itself! I also do Wordle every morning. When I was younger I used to cycle around the countryside. Of course, my favourite past time is looking after my grandson who is one year old and a complete joy.
Amy Guscott,
Financial Administrator
Year joined Med-Ex: 2023
Qualifications:
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NVQ Business Administration
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FIT - Foundation Insurance
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CERT CII - Certificate in Insurance
What do you enjoy most about working at Med-Ex?
The great work environment and fabulous colleagues.
What’s a quote or phrase that goes through life with you?
"Hakuna Matata” - no worries, no problems.
Where’s your favourite place in the world?
Anywhere scenic !
What do you enjoy doing in your spare time?
Socialising with family and friends, and a day at the races !
Megan Acton,
Office Manager
Year joined Med-Ex: 2020
Qualifications:
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NVQ Business Administration
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Management & Leadership Qualifications
What do you enjoy most about working at Med-Ex?
The fact that every day is different, and every client has different needs,
oh, and attempting to organise Nicks diary, as that's a challenge in itself!
What’s a quote or phrase that goes through life with you?
"Pura Vida” - To live a peaceful life with a deep appreciation for nature, family and friends.
Where’s your favourite place in the world?
Cornwall, Killerton, and my cricket club – Bradninch CC!
What do you enjoy doing in your spare time?
Outdoor activities – especially if they're water based , or / and playing sport.
Socialising with family and friends, and walking my dog Belle, at the coast or somewhere of natural beauty!