Medifintech Reviews 624

I worked with Medifintech for an NHS pension review and found the advice thoughtful, practical, and highly tailored to my situation. Jack identified optimisation opportunities I would not have spotted myself and suggested clear, sensible steps.

He also guided me through the McCloud remedy claims process, explaining things clearly and helping me navigate what could otherwise have been a confusing exercise.

Throughout, Jack was patient, approachable, and reassuring. He was easy to contact, took time to explain complex issues, and provided exactly the level of guidance and handholding needed for major pension decisions.

I would happily recommend Medifintech to consultants and senior NHS staff looking for specialist, trustworthy pension advice.

Super-efficient service with tremendous knowledge and clarity on the subject. Clear guidance through every step of the process.

The company is very efficient and I found the one to one discussion with Eliza very helpful - this is really important when you feel overwhelmed by the complexity of finance issues alongside busy clinical work. This enabled me to deal with the issue rather than being in denial - thank you!

I have used this company for pension forecasts and McLeod remedy annual allowance tax changes. They provide clear detailed advice in a timely manner and I can highly recommend them.

I found out about this company through many recommendations including colleagues as a way to navigate the NHS Pension turmoil.

They were supportive and helpful throughout despite dealing with a struggling novice who found the whole system daunting. Their instructions were clear and easy to action, and communications throughout were prompt and useful. They corrected the errors from my NHS Pensions remedial statement that I would not have noticed, saved me money in excess of their fee and provided easy to understand information so I can plan for retirement in the next few years.

Would thoroughly recommend to everyone with an NHS Pension affected by the McCloud judgement!

An easy and comprehensive review which reassured me about the payments I was making to HMRC for pensions. Graham and the team offer expert advice and respond almost immediately to emails and queries. Really great service - cannot recommend highly enough.

I had a productive meeting with Jack today. He went over my pension position which I had been worried about. He produced a set of charts with projections based on different senarios all of which were really helpful. The meeting allayed a lot of fears and added clarity to a complex situation. Overall, I am very pleased.

Excellent service. Very clear detail and communication. Easy to understand and follow.

Jack N is an absolute legend. Super knowledgeable, responsive and really cares about his clients. Have had lots of help with McCloud and other issues. Can't speak more highly of Jack and his team.

A most impressive service. I really did not understand what to do following the McCloud reassessment. I had previously had large pension tax bills and so was increasingly nervous about the whole thing. MediFintech have efficiently worked through it all for me. All done and submitted within a few weeks. Thank you.

Incredibly knowledgeable, very efficient - I recommend to all my NHS colleagues!

More helpful than I could have possibly hoped for. Considering the incredible complexity and uncertainty around NHS pensions I had expected some confusion or uncertainty. However, I found the whole Medifintech process faultless. The report generation was quick, easy and well communicated. The follow up meeting was phenomenal- exceptionally helpful and made difficult to understand concepts easy to follow and easy to make decisions on. There was even a subsequent process where additional "variants" could be modelled and reported on. I cannot recommend this group highly enough. They are essential for anyone stumbling in the dark with their NHS pension. I will be using them again in 5 year's time to help prepare for retirement.

As other reviews have suggested, a very efficient service with a well laid out advice and process to complete this effectively.

Extremely useful, rapid, clear. They have a deep understanding of the matter and they spend time explaining all the grey areas.
I was mainly dealing with Jack N. however according to other colleagues that have used Medifintech before me, all employers are incredibly helpful and knowledgeble.

Fantastic service!
I would highly recommend Jack, Graham and the team at Medifintech. They dealt with my request quickly and efficiently, sorting out annual allowance issues and applying the Public Services Pensions Remedy (PSPR). These calculations are complex and these guys are the experts.

Jack Needham is Medifintech was excellent with prompt responses and action making my entire retirement so easy particularly considering the NHS part of the process was so slow and non responsive. I would strongly recommend Medifintech for all clinicians planning retirement

Excellent and professional service from Medifintech in making sense of the NHS pension minefield. Jack and the team provide a personalised assessment of your projected pension, advise on options of how and when to take it and more. Well worth the investment, highly recommended.

Amazing service quick and efficient. So helpful. Made it seem easy. Graham Crossley was really quick and helpful. Thank you

Used MediFintech for AHP pension forecast. Detailed report and great explanation of options. Would recommend.

Excellent communication and first class service. Jack was very informative and the report was second to none. I would highly recommend this service.