What our clients say

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Jenny's story


“When I decided to retire early, investing seemed like a sound idea, but I ended up with a huge pile of stuff that made me really apprehensive. All I wanted to know was if I could stop working, and what my future finances would look like based on where I am today.”

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James's story

"My wife and I have been Mike’s clients for 3 or 4 years. Initially we went to see him for general investment advice, which became retirement planning. We’d had a financial adviser for 20 years when we decided to make the change. It was a big decision...”

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Robert's story


“I went to see Mike on a recommendation because I was looking for help with general financial planning. Mike sat down with my wife and I and worked out what we had, what we wanted it to do, and what levels of risk wanted to take."


Contact us today

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