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."

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Contact us today

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