We are independent financial advisers (IFAs), our offices located in Worcester and Lymington. From these two locations we service our long-standing clients around the UK. Originally limited to members of the medical and dental professions, we have since 1977 provided financial advice and guidance by employing what we believe to be a fresh and straightforward approach to Wealth Management.
Over time our client base has expanded and now we advise a diverse range of professions and members of the general public. Our client's investments and pensions are administered under one roof and under which we employ our extensive experience and knowledge to help individuals and companies achieve their financial goals and objectives. With a reputation built over many years, we pride ourselves in being able to convey our views and recommendations in a friendly and professional manner.
If you want the confidence of knowing that your financial bases are covered and that in an ever-changing financial world someone is personally looking out for your interests, then contact us.
Over time our client base has expanded and now we advise a diverse range of professions and members of the general public. Our client's investments and pensions are administered under one roof and under which we employ our extensive experience and knowledge to help individuals and companies achieve their financial goals and objectives. With a reputation built over many years, we pride ourselves in being able to convey our views and recommendations in a friendly and professional manner.
If you want the confidence of knowing that your financial bases are covered and that in an ever-changing financial world someone is personally looking out for your interests, then contact us.
Services
Medical Assurance Bureau is an Independent Financial Advisory (IFA) firm, offering plain speaking and impartial financial advice in all aspects of financial planning - advice that is completely unbiased towards any company or product.
Making every effort to understand our client's unique requirements and to find solutions to suit their needs.
Making complex decisions simple, taking time to explain the options and providing our advice and recommendations in clear, jargon-free language.
Ensuring that our clients understand and are comfortable with the advice given to them, the impact it will have on their financial situation and any risks involved.
Making every effort to understand our client's unique requirements and to find solutions to suit their needs.
Making complex decisions simple, taking time to explain the options and providing our advice and recommendations in clear, jargon-free language.
Ensuring that our clients understand and are comfortable with the advice given to them, the impact it will have on their financial situation and any risks involved.
If you're retired, a business owner, a senior executive or professional person, you'll enjoy the support and advice we provide.
At Medical Assurance Bureau we care about the details.
Our clients are of all ages and invariably more than capable of managing their own affairs.
However some clients choose to delegate their financial affairs so they can remain focused on what they're best at.
Other clients prefer to retain decision making control, using us to provide a professional second opinion on the various investment, pension and tax strategies they elect to pursue.
At Medical Assurance Bureau we care about the details.
Our clients are of all ages and invariably more than capable of managing their own affairs.
However some clients choose to delegate their financial affairs so they can remain focused on what they're best at.
Other clients prefer to retain decision making control, using us to provide a professional second opinion on the various investment, pension and tax strategies they elect to pursue.
We believe that it is relationships based on trust that will guide your journey through the various financial stages of your life.
We do this by getting to know you and understanding what your life objectives are, as well as when you want to meet these objectives, and what the financial requirements might be to help you to achieve them.
We pride ourselves on our open, friendly and professional approach and our aim is to help you make the most of your money.
Depending on your requirements we will provide focused advice on a particular area of interest or concern, or conduct a general review of your financial situation.
We do this by getting to know you and understanding what your life objectives are, as well as when you want to meet these objectives, and what the financial requirements might be to help you to achieve them.
We pride ourselves on our open, friendly and professional approach and our aim is to help you make the most of your money.
Depending on your requirements we will provide focused advice on a particular area of interest or concern, or conduct a general review of your financial situation.
I cannot speak highly enough of Andy - he has helped me tremendously and given me huge confidence in my finances again.
A year ago, (having been given the runaround by another adviser), I literally bumped into Andy and his colleague Peter (whom I have known for 25 years) in town.
I was so pleased this unplanned meeting occurred as after discussion, arranged further meetings.
Andy made matters so simple and straightforward as compared to my previous experience with the last adviser who always tried to 'blind me with science'.
A year ago, (having been given the runaround by another adviser), I literally bumped into Andy and his colleague Peter (whom I have known for 25 years) in town.
I was so pleased this unplanned meeting occurred as after discussion, arranged further meetings.
Andy made matters so simple and straightforward as compared to my previous experience with the last adviser who always tried to 'blind me with science'.
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