Medical & General Independent Financial Advisers - Ottery Saint Mary

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Medical & General Independent Financial Advisers is a highly regarded firm dedicated to providing comprehensive and personalized financial advice to individuals. Located at Cadhay Barn, Cadhay, Ottery Saint Mary EX11 1QT, United Kingdom, and reachable at Phone: 1404515544, the firm operates out of a conveniently accessible and welcoming environment. Their website, Website: medicalandgeneral.co.uk, offers a wealth of information and allows for easy contact.

About the Firm & Their Specialties

Medical & General specializes in acting as an independent financial planner. This means they aren't tied to specific product providers, allowing them to offer unbiased advice tailored to each client's unique circumstances and goals. They understand that navigating the complexities of personal finance can be daunting, and their approach centers on clarity and understanding. They’ve built a strong reputation for assisting clients with a variety of financial matters, but they are particularly well-known for their expertise in helping individuals understand and manage their NHS Pensions – a complex area many find challenging.

Key Services & Accessibility

The firm prides itself on offering a smooth and accessible experience for all clients. They provide online appointments, catering to those who prefer the convenience of virtual consultations. Furthermore, they offer on-site services at their Cadhay location. Recognizing the importance of inclusivity, Medical & General has invested in ensuring their premises are fully wheelchair-accessible, featuring a dedicated wheelchair-accessible car park and entrance, as well as a wheelchair-accessible toilet. Appointments are generally required, ensuring clients receive focused attention and support.

Client Feedback & Reputation

Medical & General consistently receives outstanding feedback, as evidenced by their impressive average opinion of 5/5 on Google My Business. The firm’s commitment to clear communication and strategic planning is clearly appreciated by their clients. It’s evident that clients value the firm’s ability to translate complex financial concepts into easy-to-understand recommendations. The firm’s approach suggests a thorough understanding of the potential pitfalls associated with significant financial decisions, and a proactive effort to guide clients towards secure and beneficial outcomes.