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Valutata 5 stelle su 5

The team is very helpful and approachable. I have had dealings with Jack Needham, who has gone to the extent of replying to my messages through whattsapp even when he has been away on holiday! Jac... Leggi di più

Valutata 5 stelle su 5

When I first discovered that I had an unexpected tax bill following the McCloud judgement and resulting RPSS, I was completely mystified. My regular accountant was unable to reconcile the information... Leggi di più

Valutata 5 stelle su 5

Excellent advice given which has enabled me to get a good pension - all sorted by Jack without any fuss Efficient sleek service Thank you Cannot recommend highly enough Thank you

Valutata 5 stelle su 5

I have used Medifintech services for the last couple of years to deal with the complex NHS pension issues and they were brilliant. Dan is a legend. He has been extremely helpful and his knowledge abo... Leggi di più

Dettagli dell'azienda

  1. Servizi finanziari alternativi

Scritti dall'azienda

We provide NHS Pension analysis for Financial Services and Accountancy firms, as well as for professional bodies and individual members. To register for our report service please copy this link into your browser: https://forms.office.com/r/RbGL43ut41


Informazioni di contatto

5,0

Eccellente

TrustScore 5 su 5

638 recensioni

5 stelle
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5,0

Tutte le recensioni

(638)

91 recensioni negli ultimi 12 mesi

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Su Trustpilot, le aziende non possono offrire incentivi o pagare per nascondere le recensioni. Le recensioni sono le opinioni dei singoli utenti e non di Trustpilot. Leggi di più

Valutata 5 stelle su 5

Very Efficient NHS McCloud resolution!

Professional, efficient and will hopefully get me a refund from HMRC as the McCloud judgement restructures the NHS pension.
Normal accountant was unable (unwilling ) to do
Excellent communication
Recommended +++

2 giugno 2025
Non scritta su invito
Valutata 5 stelle su 5

At last…a highly professional…

At last…a highly professional organisation that can genuinely help with the mysteries of unravelling the nhs pension and the Mc Cloud years.
Swift, receptive and hugely helpful. Could not recommend highly enough.

1 giugno 2025
Non scritta su invito
Valutata 5 stelle su 5

NHS pensions and the whole McCoud stuff…

NHS pensions and the whole McCoud stuff is a mystery to me. Luckily I found Graham and his team to sort this out over the years. With McCloud my precious scheme pays issues were all readjusted and I got a significant saving. Also got 1k back from the government for the financial advice. Great service. Would recommend +++++

28 maggio 2025
Non scritta su invito
Valutata 5 stelle su 5

A great service

Medfintech have guided me through the exasperating battle of pensions and claimback of my tax correction with ease. I have already advised all of my medical friends to use them, and will continue to do so, thank you so much for all of your help!

24 maggio 2025
Non scritta su invito
Valutata 5 stelle su 5

Highly recommended

Highly recommended. Jack was clearly very experienced and provided some much needed clarity - in a friendly and approachable manner, with no hint of exasperation. During our online meeting having already sent me a well written comprehensive report, he ran different financial projections (eg if I had a pay rise), so there was real visibility about the impact of career related decisions in the future. I came away feeling empowered in having had things so well explained, and comforted that I can future plan.

23 maggio 2025
Non scritta su invito
Valutata 5 stelle su 5

Outstanding NHS Pension Tax Service and NHS pension advise

Navigating pension and pension tax used to feel like walking through a maze blindfolded—stressful, confusing, and full of potential pitfalls. But working with Medifintech changed that experience. Their team demonstrate exceptional expertise and clear responsive communication.

They took the time to understand my personal circumstances and retirement goals, and then walked me through every step of the process—from understanding my lifetime and annual allowance limits to reclaiming overpaid tax.

If you’re looking for peace of mind and real value in managing your pension tax, I couldn’t recommend this service more highly. Absolutely five stars!

5 maggio 2025
Non scritta su invito
Valutata 5 stelle su 5

Jack was superhelpful

Jack was superhelpful. Answered very quickly all my queries and took me step by step through pension modelling and RPSS calculations and submission to HMRC. Highly recommended!

21 maggio 2025
Non scritta su invito
Valutata 5 stelle su 5

Easy, stress free process for some complicated sums

Jack did pension modelling for me pre McCloud which was great, really detailed, thorough and easy to understand.
I've subsequently used the company for my AA rollback figures, and sorting out my RPSS. They made the process easy, stress free, and the claim back process one I can navigate. I would wholeheartedly recommend the service-and it was all turned around in just a few days so even better! Thanks Medifintech and Graham

12 maggio 2025
Non scritta su invito
Valutata 5 stelle su 5

NHS pension annual allowance charges

NHS pension annual allowance charges - a complex issue of claiming back overpayments and calculating additional charges.
Graham was very responsive with my many questions, and made things as clear as possible.
Final submissions hopefully all done now

9 maggio 2025
Non scritta su invito
Valutata 5 stelle su 5

5 STARS 🌟🌟🌟🌟🌟

Jack was able to guide me through the complexity of McLeod annual allowance and contingent decisions in real time. I am now in a strong position to make an informed decision about what to do and when to take my pension. Five stars.

8 maggio 2025
Non scritta su invito
Valutata 5 stelle su 5

RPSS and McCloud

RPSS and McCloud - a complete nightmare and where do you start ?
Medifintech were very clear with the information they needed. Once provided they just got on with it and provide again very clear instructions of next steps
Brilliant service including how to get back the fee you pay.
Many thanks for all your help - couldn't fault the service

7 maggio 2025
Non scritta su invito
Valutata 5 stelle su 5

Such a professional service

Such a professional service. Made a very complex process of responding to remedial pension savings statement seem ok to navigate with step by step information and guidance provided. Very grateful indeed. Thank you.

7 maggio 2025
Non scritta su invito
Valutata 5 stelle su 5

Thorough in-depth help

I have been truly impressed with what has been provided to me. A detailed meaningful report plus a patient & considered walk through by one of their team. A special thank you goes to Dan who very calmly did this more than once for me. He was especially helpful in pointing out the nuances whereby there is clearly not one simple choice but instead a lot of valuable data to make an informed choice.

7 maggio 2025
Non scritta su invito

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