Medical Family Finance
Medical Family Finance provides assistance to medical professionals in managing finances, mortgages, protection, pensions, and investments.
- ISAs
- Trusts
- Pensions
- Mortgages
- Protection
- Investments
- Financial planning
- Lasting Powers of Attorney
Locations
Digital Popularity
Popularity over time
Competitors
Cavendish Medical offers exceptional financial planning services specifically tailored for medical professionals, including those working within the NHS.
The Penny Group is a financial services company that provides a range of financial planning and investment management services.
Finli is a financial planning and wealth management business dedicated to providing personalised financial advice to clients across the UK.
Global WealthMAP is a boutique wealth planning practice based in London.
Company Details
Medical Family Finance is operated by Medical Family Finance Ltd and is a Active company incorporated on 13 September 2013 with the registered office located in Tonbridge, Kent. Medical Family Finance Ltd was registered 12 years ago.
Status
Active
Size
Small
Directors
3
Age
12 years old
Employees
35
Turnover
Unreported
Total Assets
£898.89K
Cash in Bank
£1.39K
Total Liabilities
-£277.3K
Teams
22
14
4
3
5
Administration Director • Joined Mar 2014
Director • Joined Mar 2022
Head Of Communications • Joined Feb 2020
Associate Financial Planner / Head Of Paraplanning • Joined Nov 2024
Head Of Client Services & Compliance • Joined Apr 2024
Director At Medical Family Finance • Joined Apr 2015
Mortgage Administrator • Joined Oct 2018
Associate Financial Planner • Joined May 2024
Associate Financial Planner • Joined Feb 2022
Associate Financial Planner • Joined Apr 2022
Mortgage Administrator • Joined Oct 2018
Associate Financial Planner • Joined May 2024
Associate Financial Planner • Joined Feb 2022
Associate Financial Planner • Joined Apr 2022
Assistant Financial Planner • Joined Oct 2021
Assistant Financial Planner • Joined Feb 2019
Chartered Financial Planner • Joined Nov 2020
Paraplanner • Joined Jan 2025
Paraplanner • Joined Jul 2024
Senior Financial Planner • Joined Jan 2014
Head Of Client Services & Compliance • Joined Apr 2024
Client Services • Joined May 2023
Client Services • Joined Jul 2023
Client Services • Joined Sep 2023
Director • Joined Mar 2022
Administration Director • Joined Mar 2014
Head Of Client Services & Compliance • Joined Apr 2024
Practice Principal – HR Director • Joined Jan 2022
Head Of Communications • Joined Feb 2020
Associate Financial Planner / Head Of Paraplanning • Joined Nov 2024
Director At Medical Family Finance • Joined Apr 2015
Assistant To The Financial Planner • Joined Jan 2023
View 22 members