Medical & General

Helping you to see your finances clearly

 
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We make the complex simple

 

At Medical & General we help people grow and protect their wealth.

As our name suggests, we specialise in providing advice to members of the medical profession but we also help non-medics.

Our aim is to help you feel clear, confident and in control of your finances, whether you're planning your retirement, already retired, or trying to make the most of your current financial situation.

  Michael Harms APFS, Director and Chartered Financial Planner

Michael Harms APFS, Director and Chartered Financial Planner

  Henry Bremridge APFS, Chartered Financial Planner

Henry Bremridge APFS, Chartered Financial Planner

 

When it comes to finances, the medical profession is probably one of the most complex. From the impact of the Annual Allowance, to ever changing rules around the NHS pension, you need someone with specialist knowledge.

All M&G advisers have given advice in that area collectively for over 20 years, helping GPs, dentists, pharmacists and opticians. 

We’ll create a personal financial plan for you that simplifies your investments, maximises your opportunities, and puts you on a path to achieving your long-term financial goals.

How we help

 
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Investments

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Retirement

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Tax

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Inheritance

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Protection

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Mortgages and Equity Release

 
 

This is how good financial planning works

 

 
 
 
 
 

Our mission

To support and educate people so they’re able to make informed decisions about their life and feel empowered about their financial future.

 

What our clients say about...
 

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Retirement planning

“I wanted to leave work at 60, but I didn’t know if I could do it or not. I‘d ended up with a huge pile of stuff that made me really apprehensive. Mike instantly took my anxiety away.” 

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Our personal approach

"M&G has a family feel rather than a faceless corporate company. You get a continuous and personal approach, which is exactly what you want from a good GP!”

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Having someone to trust

“The most important thing is we trust Mike. If you don’t have that fundamental trust, no matter how good the advice, it’s always going to be a difficult arrangement.”

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Contact us today

You can phone us on 01404 515544 or email us at info@medicalandgeneral.co.uk