Medimoneycare is a specialist firm of financial advisers, with a track record of serving the medical and dental professions for over 25 years. In 2009, Medimoneycare combined with Legacy Wealth, the wealth management and tax planning specialists, to help build on the strengths of both organisations by offering clients a wider range of services, and the long term stability only a larger organisation can provide.
The combination of our two organisations makes a compelling proposition for medical and dental practitioners and their families right throughout their careers and beyond, and allows you to look after your career whilst we help you to look after your finances.
- We are completely independent of all banks, insurance companies and fund managers, so we work on your behalf and have a professional responsibility to do what is best for you
- With our long experience of advising the medical and dental professions, we are uniquely familiar with your likely career path and can help guide you at every stage, from your first posting right up to retirement, and beyond
- We have a wide range of specialists available in-house covering areas such as:
- Protecting your earnings beyond the NHS scheme benefits
- Specialist pensions solutions
- Trusts and Estate Planning
- Employee benefits
- Tax efficient investments
By offering fresh thinking, strong expertise and a commitment to long term client relationships, we aim to become the financial planning firm of choice for the professional medical community in Northern Ireland.