Medics Wealth Management
Tamworth Enterprise Centre
Corporation Street
Tamworth
B79 7DN
Medics Wealth Management specialise in Pensions and Investment advice as well as offering a broad range of other areas such as Life and Health Insurances and Inheritance Tax planning. We are also proud to have been awarded the prestigious title ‘Chartered Financial Planners’ by the Chartered Insurance Institute (CII). You can be sure that you are dealing with a company committed to providing advice of the highest quality.
Medics Wealth Management is a trading name of Medics Financial Services Limited. Authorised and Regulated by the FINANCIAL CONDUCT AUTHORITY. FINANCIAL SERVICES REGISTER NO: 131216
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.