Creating clarity in a complex world
Financial planning allowing you to focus on enjoying life
The NEW AGE of Financial Planning is here
The story of Midlands Investment Agency
More so than ever, planning for the future and making decisions about how to look after your money is becoming ever complicated, and it is forever changing. We all have more money related decisions to make and more complexity to deal with. In our experience that just leads to one of two things.
Not doing anything about it or unfortunately making mistakes that can be very costly.
The point that many people have got to, is not good for their financial health. So we all have a choice, we do nothing, or we take action.
Helping shape proper financial planning
At Midlands Investment Agency, changing this, is our mission, 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 into 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 become 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.
Our aim is to deliver Financial Advice, that we will help you achieve your personal & financial goals. We help you find the answers to the big financial questions we all have. Through our guidance and advice we will help make sure you are on the right track.
Expert help and guidance for Financial advice for investments to retirement planning and tax planning.
Pension Performance Review
From our experience as financial advisers there are three major reasons why many pension plans underperform or at least disappoint investors
Investing for the Future
When it comes to looking after the wealth and investments you have accumulated, making the right decisions can be a challenge.
Generational Wealth Planning
Inheritance Tax is said to be the only remaining voluntary tax in the UK. With the right expertise inheritance tax can be reduced or removed altogether.
Get in touch
The first steps are always the hardest, but we are here to help.
Recent financial updates
We’ve got some great news and updates for you.
4 Things to Definitely Do Before You Retire
by Martin Dodd | Jun 3, 2019
For a start off, you have to make sure you don’t outlive your money. You just can’t afford to run out of money before you die. You’ve got a retirement check list, right? Well probably not, it’s hardly the most exciting thing to be doing this weekend — but…
For a start off, you have to make sure you don't outlive your money. You just can’t afford to run out of money before you die. You’ve got a retirement check list, right? Well probably not, it’s hardly the most exciting thing to be doing this weekend — but the potential benefit in doing this is hard to overstate. To successfully retire and let’s face it, a lot can go wrong, here are my four steps to take, as you get ready to retire. This will help ensure you don't outlive your...
Impersonation fraud is on the increase, so we all need to do whatever we can to reduce the risks of becoming a victim.
But, before I get into what is being done to prevent it happening, here is the background to the extent of fraud impersonation.
Frighteningly many are! Pension freedoms arrived in 2015 courtesy of George Osborne allowing pension income to be drawn from a pension pot relatively freely. Many have taken a responsibly approach, whilst others may unwittingly run completely out of money as they are not keeping track of their fund values. History is littered with events that change the course of history and most of us have at least a few memories of events that changed how we live our lives. The day we met our life partner,...