What Medics Wealth Management does

Medics Wealth Management is a fee-based, FCA-authorized (Register No 131216) financial advisory firm operating in the United Kingdom under the legal entity Medics Financial Services Limited. Founded in 1983 and headquartered in Tamworth, England, the firm employs approximately 5 people and was granted Chartered Financial Planners status by the Chartered Insurance Institute in 2014. Its core proposition is tailored financial planning, with a specialist niche in advising doctors and other medical professionals on NHS pension structures, retirement adequacy, and tax-efficient wealth accumulation, while also serving individuals from other professional backgrounds. Core offerings include Financial Planning, Planning toward Retirement, Planning at Retirement, and Wealth & Inheritance Planning, supported by long-term cashflow modelling that projects lifetime income and expenditure to identify funding gaps. Underlying technology is modest: third-party financial planning and portfolio management software, with a Duda website, Stripe payments, and Progress ShareFile for encrypted document exchange. No AI, proprietary models, mobile app, API, or marketplace presence is evident.

The firm runs a consultative, sales-led go-to-market anchored in a complimentary first meeting followed by tiered fee engagements. Initial advice fees scale inversely with assets under management and can be paid directly or from within the investment fund; ongoing advisory and review fees are charged monthly and tied to AUM service levels. Revenue is not publicly disclosed, no external funding has been recorded, and the firm operates as a privately held lifestyle-scale practice. A sister brand, Money in Person, extends the offering into mortgages, life and health insurance, and equity release. Marketing is limited to organic content (a topical blog), with no paid advertising, social channels, or app distribution. Geographically, the firm serves England only and relies on direct adviser-led relationships rather than digital self-service.

Name

Medics Wealth Management

Legal name

Medics Financial Services Limited

Website

https://medicswealth.com

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

1–10 employees

Short description

Medics Wealth Management is a UK fee-based, FCA-authorized financial advisory firm founded in 1983, specializing in retirement, wealth, and inheritance planning for medical professionals and other individual clients from its Tamworth office.

Ownership category

akta.pro rank

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Retirement Benefits & Social Security/Medicare Planning (FSAEABAI), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

Keywords

• Financial advisory services
• Wealth management
• Retirement planning
• Inheritance planning
• Financial planning

Headquarters

HQ city

Tamworth

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Fees - Initial Advice: Fees charged for initial financial planning advice based on the amount to be invested or currently invested. The greater the assets under management, the lower the proportional charge. Fees can be paid directly or from within the investment fund.
2. Ongoing Advisory/Maintenance Fees: Ongoing maintenance and review service for investments and pensions ensuring they remain appropriate to changing circumstances and legislation. The level of service is determined by the amount of funds held under management. Higher service levels available for those wanting more frequent contact.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Medics Wealth Management provides fee-based, ongoing financial advisory and planning services to individuals, with specialist expertise for doctors and other medical professionals. Core services include retirement planning, planning at retirement, wealth and inheritance planning, investment management, and cashflow modelling, delivered through a consultative advisory relationship.

Product overview

Medics Wealth Management offers a comprehensive financial planning service for medical professionals and individuals seeking to achieve their financial goals. The core offering includes Financial Planning Service, Retirement Planning, Planning at Retirement, and Wealth & Inheritance Planning—all delivered through ongoing adviser relationships with cashflow modelling and regular reviews. Additional services include a secure Document Exchange powered by ShareFile. A sister brand, Money in Person, provides mortgages, life and health insurances, and equity release.

Differentiator

Problem solved

Functional benefit

Brands

• Money in Person: Sister brand offering mortgages, life & health insurances, and equity release services.

Products and services

• Financial Planning Service Ongoing financial planning service providing tailored advice for retirement planning, wealth management, and inheritance planning, with cashflow modelling and regular reviews, targeted at individuals and particularly medical professionals.
• Retirement Planning Pre-retirement advisory service that helps clients assess current retirement provision, set retirement goals, and construct plans using cashflow modelling and detailed analysis, for individuals approaching retirement.
• Planning at Retirement Advisory service guiding clients through retirement income options using cashflow modelling to help select the right income option and maintain plans throughout retirement.
• Wealth & Inheritance Planning Tax-efficient wealth accumulation, management, and inheritance planning service, helping clients maximise tax efficiency and plan to pass money on while retaining funds for their own security.

Quantifiable outcome

• Chartered status signifies commitment to highest quality advice based on researched needs, provided by staff operating within their level of competency

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Partnerships

One partnership is on record.

• Money in PersonminorStrategic or Co-development PartnerSister brand offering additional financial services including mortgages, life and health insurances, and equity release. Provides supplementary services to complement Medics Wealth Management's core financial planning offerings for existing clients.

Scale indicators3 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• St. James's Place: Large UK wealth management firm with a wide adviser network serving affluent and mass-affluent clients; offers overlapping financial planning and retirement services but at much greater scale and through partner advisers.
• Coutts: Private banking and wealth management arm of NatWest serving high-net-worth UK clients with holistic financial planning; comparable in advisory service model but skews higher-net-worth than Medics' mass-affluent focus.
• Rathbones: UK-listed wealth manager offering discretionary investment management and financial planning to affluent individuals and charities; overlapping in retirement and wealth/inheritance planning services.
• Quilter: UK wealth management and financial adviser support business providing platform, investment, and advice services to affluent retirees and accumulators; broad incumbent overlapping in retirement and inheritance planning.
• Tilney (part of Evelyn Partners): UK wealth manager and financial planner serving professionals and retirees with portfolio management, tax planning, and retirement advice; comparable in advisory offerings but at significantly larger scale.

Emerging players

• Moneybox: UK digital wealth and savings platform targeting younger professionals including NHS workers; represents the emerging fintech model competing for the same next-generation medical professional clients.
• Nutmeg: UK robo-advisor offering digital investment and pension products to mass-affluent savers; competing with traditional IFAs on convenience and price for clients comfortable with self-service.
• Bestinvest: UK online investment platform offering low-cost SIPPs, ISAs, and financial planning tools; emerging hybrid model bridging self-service digital and adviser-led planning for the same target demographic.

Direct peers

• Wesleyan: Mutual society providing specialist financial advice to doctors, dentists, and other healthcare professionals across the UK; the closest direct peer in serving the medical niche with comprehensive financial planning.
• Chase de Vere: UK independent financial adviser with a long-standing specialist division serving doctors and medical professionals, directly comparable in target market, fee-based model, and retirement/pension planning focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/medics-wealth-management

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Medics Wealth Management