Medical and General Independent Financial Advisers Ltd

Name: Medical and General Independent Financial Advisers Ltd
Address: Cadhay Barn, Cadhay, Ottery St. Mary, Devon, EX11 1QT, GB
Telephone: 01404 515544
Price range: $$
Rating: 5

aka Mortgages For Doctors, Medical & General Mortgages, Medical & General Investments Direct, Medical and General Independent Financial Advisers Ltd

Authorised FRN 660573 5.0 (8)

About

Specialist financial advice and planning for the medical community We offer holistic financial planning and advice tailored to the unique needs of medical professionals. Book a consultation Learn more How we can help We make the complex simple At Medical & General we help people grow and protect their wealth. As our name suggests, we specialise in providing advice to members of the medical pr...

Source: medicalandgeneral.co.uk

Contact & Location

Address

Cadhay Barn, Cadhay, Ottery Saint Mary EX11 1QT, UK

More advisers in East Devon

Phone

01404 515544

Website

medicalandgeneral.co.uk

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Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday8:30 AM – 4:30 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Pensions Retirement Investments

Regulatory Information

FRN: 660573
Status: Authorised
Date Authorised: 24 March 2015
Years Authorised: 10 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (14)

Show all permissions

✓Acting as a CBTL arranger
✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Arranging (bringing about) regulated mortgage contracts
✓Advising on regulated mortgage contracts
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 08970384
Company Status: Active
Incorporation Date: 1 April 2014
Directors: 1
Accounts Category: Total Exemption Full
Last Accounts Filed: 30 April 2025
SIC Codes: 64999

Team (16)

Michael David Harms
ApprovedCertified
Richard Allen Ginn
Certified
Robert Michael Muscutt
Certified
Henry Bremridge
Certified
Jonathan Huw Burden
Certified
Benjamin James Tweedie
Certified
John Ernest Mitchell
Certified
Laura Howlett
Certified
Elizabeth Anne Das
Certified
Noemie Williams
Certified
Holly Jean O'Neill
Certified
Samantha Bickford
Certified
Thomas Martens
No longer required
George York
Certified
Joy Angela Griffin
Certified
Liam Clive Robinson
Certified

Google Reviews

5.0

8 reviews on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Ottery St. Mary, South West
10 years FCA-authorised
20 registered individuals
4 specialisms
14 FCA permissions
CH 08970384

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.