Medifintech Reviews 620

Very responsive and explained complexities I didn't understand. Ive submitted my cost claim which I wouldn't have been able to do competently without them.

I used Medifintech just to see where I was with my NHS pension as I find it so complicated. I had a helpful and clear consultation with Jack. I then went back to them in order to submit my Cost Claim Back Form having received my RPSS. The service was prompt and efficient. Medifintech makes the impenetrable world of NHS pensions more comprehensible. Thank you!

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 +++

Pensions are a nightmare and Graham from Medfintech made it very easy and sorted it out

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.

Quick and efficient service for McCloud remedy application and cost claim

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 +++++

Thankfully I found this company that was able to navigate me through pensions and the McCloud remedy. Excellent service.
Highly recommend.

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!

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.

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!

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!

Very efficient and effective service regarding McCloud remedy NHS Pension calculations. All claims submitted on you behalf, including cost claims covering their fees. I highly recommend Medifintech.

Efficient, professional and great communication. Seem to have all the required expertise.

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

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

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.

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

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.

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.