About UsOur Financial Advice business started because we enjoy working with people and helping them to achieve financial freedom.
We enjoy nothing more than helping you find the answers to the big financial questions, that making a difference in your life. Wealth Management should be about where you are today and what you need to do to get you to where you want to get to.
Our clients have found financial planning to be interesting and informative, providing them with greater clarity about the financial decisions they need to make. Let’s face it, money issues can sometimes be a daunting subject.
From our experience, helping our clients plan for their future involves understanding some key facts about your money. Our view and that of our clients is that there are a number of very important principles to becoming a successful investor.
We use these principles to not only invest our own money, but also for our clients as well. We invest in exactly the same way as our clients do.
– We need to understand what level of risk you are prepared to accept –
– We also need to understand the time scale for your investment –
– We should be invested in a range of diverse investments that match your level of risk –
– A structured review process of your investments to ensure they continue to meet your objectives –
Our company remains small enough to provide a very personal and individual service. Every one of our team knows every client.
Martin spent the early part of his career working as ParaPlanner in the Practice. Around 15 years ago, Martin became a Financial Planner within Midlands Investment Agency, focusing on meeting the financial life needs of his clients, creating a future plan – not selling products.
He is now a Director of Midlands Investment Agency, a financial planning business dedicated to providing independent advice and retirement life planning services to individuals based in the West Midlands.
Midlands Investment Agency is founded on traditional values. They operate with a select number of clients, pre and post retirement, with whom they build long-term relationships, delivering bespoke advice on an individual basis