We never lose sight of the fact that, we must at all times deliver financial planning strategies that fulfil your requirements, by making complex things simple using our 'Life-plan on a page' concept. This ethic has helped us to retain a high degree of loyalty from our clients and other professionals with whom we work alongside. Protection Fundamentals - Protecting you and your family against the unexpected (this may include plans such as Life Cover, Critical Illness Cover, Protection of Income, and Severity Illness Cover).
Property Financials - Ensuring the best arrangements for your home, second home, buy to let or commercial properties (this may include loan and mortgage solutions, and insurance for property and possessions).
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - Th Grist Mill Top Office, Uffculme, Cullompton, EX15 3EE
01884841046
Business Name
Med-ex
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