About Medical & General

We work with our clients to put together a financial strategy based on individual clients goals, values and priorities in life and specialise in dealing with high net worth clients.

We aim to provide you with the best advice, service and up-to- date information on pensions, mortgages, investments and protection. As independent financial advisers, we provide ongoing financial solutions to new as well as existing clients, both individuals and businesses, who are seeking the best quality financial advice.

Choosing an independent financial adviser is a very important decision for you. From our first initial consultation, we seek to work with you to build a long term financial strategy that is designed to meet your current and future financial objectives.

Whether you require financial advice for the first time or you would like to seek a second opinion, why not get in touch with us? Contact us to explore how together we can plan out your financial future.

Who Are We?

Patrick Macfarlane, Managing Director

Member of Personal Finance Society and Chartered Insurance Institute

Previously Patrick Macfarlane had been employed by The British Medical Association to provide financial advice to their members. Patrick Mcfarlane has over 25 years experience in providing independent financial advice to high net worth clients.

Jennifer Armstrong, Advisor

Certificate in Financial Planning

Jennifer joined the company over 10 years ago and specialises in providing mortgage and insurance advice

Claire Mooney, Administrator

Certificate in Financial Planning

Claire joined Medical & General last year to provide admin support