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We Help Business Owners &

Successful Families To Become 

Clear About Their Money

Worry Less About Money Whilst You Plan Your Life Journey

We Help Business Owners & Successful Families

To Become Clear about their Money

Worry Less About Money Whilst You Plan Your Life Journey

The NEW AGE Of Financial Planning Is Here

Our aim is to deliver Financial Advice, to help Business Owners and Affluent Families achieve their long-term personal & financial goals.

We help them find the answers to the BIG FINANCIAL QUESTIONS that we ALL have.

  • How much is enough?
  • When will I have enough?
  • If I have too much, what should I do next?

We are purveyors of Expert help and guidance for financial advice to help you make the best decisions for your investments, to your your retirement plans and generational wealth planning.

 We can help you make great DECISIONS, not only in the good times, but also when it gets tough.

The Story So Far…

From our experience as financial advisers there are two major reasons why people come to us about their financial planning. Many people are either disappointed with how their investments and retirement plans are being looked after or their existing adviser, is just not taking care of them as they should be.

Secondly, at some point many of our clients wish to wish to create a ‘Future Plan’,  in preparation for the need for income when their normal working lives transitions to the next phase….

Is this you? If so, why not Schedule a call with us.

Helping Shape Proper Financial Planning

At Midlands Investment Agency, our number one PRIORITY is to help our clients create a long-term plan. Our purpose and our reason is to help people understand what they want out of life and how understanding how their money can help improve their lives today and in the future. We want to help you to see and understand where you are NOW, and what the FUTURE may look like, so that YOU can make the IMPORTANT decisions that need to me made sooner rather than later. 

Sometimes LATER Becomes TOO LATE

Our purpose is to increase your CONFIDENCE now and for the future.

The new age of financial planning is exciting here at Midlands Investment Agency, this is where we continue to rethink how best to serve our clients and help them achieve what they want out of life.

Together, we can make a difference and we love to hear YOUR stories. We love to see how small and sometimes big changes can have a huge effect on your life and your family.

Tired Of Not Having A Clear Plan For Your Retirement And Want To Retire Worry-free?

… Get A Copy Of My EXACT Step by Step Guide that will help make sure that your retirement plans are on track and working properly.

 

Join Martin’s Facebook Community For Business Owners Who Want To Retire Worry-free

What We Do Best

Retirement Planning

From our experience as financial advisers there are two major reasons why people come to us about their retirement plans. Many people are either disappointed with how their retirement plans are performing or their existing adviser, is just not looking after them properly. Secondly, at some point many people wish to consolidate their various retirement plans into one account, in preparation for the need for income when their normal working lives transitions to the next phase….

Is this you? If so, why not book a call with us.

Inheritance Tax & Generational Wealth Planning

Inheritance Tax is a tax that is often overlooked and not planned for. From our experience, many people avoid tackling the problem, because it is perceived to be too difficult to solve. As a consequence many people either do nothing or leave it very late. With the right expertise inheritance tax can be reduced or eliminated altogether, even if the amount of time left to plan is limited. 

Is this you? If so, why not get in touch.

Making A BIG Once In A Lifetime Investment

When it comes to looking after the wealth and investments you have accumulated, making the right decisions can be a challenge. Making big investment decisions, is not always that simple and it is important to make sure that you make the right decisions, avoiding any unnecessary mistakes.

If you have recently inherited a lump sum or have sold your business, you make be thinking about how best to invest the money for both income needs and growth.

Is this you? If so, why not book a call with us.

What Some Of Our Clients Have To Say About Us