What you can expect from us – So just why are you here?

DISCOVERY – Introducing ourselves and what you can expect from us

After an initial conversation, we will meet one-to-one to find out more about you and why you think we can help.
We call this our Discovery meeting, as a result of which we will determine if we can work together.
We will then tell you what our services comprise and what our fees are.

PLANNING – the next step

Building upon what we know about you and your circumstances, we can build a plan and a strategy designed to meet your wants, needs and objectives.
We call this LifePlan.


Here’s where your vision becomes reality.
Most of our clients prefer us to complete, check and manage the documentation required for them to put their LifePlan into action.

REVIEW – Introducing Med-Ex Risk & Reward

As a client of Med-Ex, your wants and needs will be regularly reviewed – at least once a year – through our review service, Med-Ex Risk & Reward. This will be a one-to-one meeting. Each review takes account of any changes in your personal circumstances and relevant legislation, and includes an updated and detailed report on your holdings.

Details of the various Med-Ex Risk & Reward review service options can be found in our Ongoing Service Options document, which you can download from the News and Info Lab section of our website.