MediClub, set up in the 1970s by Andrew Howard, was the very first independent specialist advisory service for doctors and dentists.
Having landed on a crash trolley at the age of 35, Andrew was evangelical about the need for insurance but he was also years ahead of his time in establishing a fee based service.
Financial advice is an intangible and the value of it is invariably unquantifiable. Consequently, MediClub charges a small annual subscription to pay for ongoing analysis and research undertaken on behalf of the membership as a whole and to free us up to be able to offer such impartial advice and guidance as may be required from time to time.
Andrew’s legacy and ethos prevails almost 50 years on through Jeremy’s mindful, consultative approach. On occasion that may be persuading clients not to take a certain course of action, for example, guiding them in buying a house or saving for retirement. We pride ourselves on our holistic approach to financial planning and strongly believe that time spent avoiding losses is as valuable as that spent making gains.
MediClub is not a sales orientated organisation, preferring to nurture clients and develop a professional working relationship for the long term. We have looked after many senior members of the profession since qualification and are extremely proud of the reputation that we have earned over many years.
Jeremy is a specialist financial consultant who has been looking after the financial needs of the medical & dental professions for over 40 years. As a small business owner and family man, Jeremy has accrued all the experience necessary not only to empathise with his clients’ circumstances and aspirations but also to advise them appropriately.
His approach to financial planning is the same as it is to playing a game of chess, that is, it pays to think a few moves ahead.
James is a Financial Adviser dedicated to helping individuals, families and businesses achieve financial security and long-term success. With a client-focused approach, he provides expert guidance on investment planning, retirement strategies, estate management and financial protection, ensuring each plan is tailored to personal goals and aspirations.
James believes that financial planning should be clear, practical, and empowering. He works closely with clients to navigate complex financial decisions, offering personalised advice that aligns with their long-term objectives. Whether planning for the future, growing wealth, or protecting loved ones, he is committed to delivering solutions that truly make a difference.
Outside of work, James is a family man who enjoys spending quality time with his wife and young daughter. He also has a strong passion for sport, particularly golf and cricket, both of which he enjoys playing and following.
For those seeking a trusted financial partner to support their journey, James is dedicated to providing expert advice with a personal touch.
Perry is a Chartered Wealth Manager at Redleaf Financial Planning, bringing a strong background in both institutional asset management and personal financial planning. His passion for investments and financial markets began early through work experience at a leading US investment bank, which led to an academic foundation in economics and a master’s degree in Global Real Estate Investment and Finance.
He began his career in finance at Vanguard, working across retail and institutional distribution, before transitioning into client-facing financial planning. Today, he advises individuals, families, and business owners on all aspects of financial and investment planning, helping them to build tailored, long-term strategies for financial independence.
Having grown up in Hong Kong and attended an international school, Perry enjoys working with clients from all walks of life and brings a global perspective to his advice. Outside of work, he is an avid traveller and passionate golfer, often combining both passions by joining clients on the course.
Formerly a Secretary with the Foreign & Commonwealth Office, Marianne has been in financial services since 2001. She joined Andrew and Jeremy Howard at MediClub as a PA and is now responsible for the administration of Redleaf’s Wealth Management Programme. Her specialist expertise is invaluable in ensuring that our clients’ requirements are met and that all transactions are processed quickly and efficiently.
She plays tennis, enjoys long walks in the country, spending time with her new grandson as well as travelling, dining out and watching international rugby. Having retired in December 2023, she is back by popular demand! Not only is she highly regarded by her colleagues, she is much appreciated and respected by our clients.
Jan has enjoyed a successful career in financial services, including working for a major City of London Stockbroker in the Wealth Management Sector.
Over the past eight years, she has provided high quality administrative support to IFAs, encompassing all aspects of financial planning.
Outside of work, Jan enjoys photography and gardening.