working with people
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
What others are saying
Being a client of Martin Dodd has made all the difference to our pensions. We now have a very clear understanding of how our pension funds are performing through regular quarterly reviews. I am more confident that with Martin’s help we will build up substantial pension funds for retirement.
Having several pots of pension funds from previous employment, I decided it was time to consolidate and consulted Martin. After a thorough assessment of my attitude to risk, he outlined recommendations for me to invest my pension funds, which he explained in some detail when requested. The part I like the most about investing my pension through MIA is the quarterly reports so I can see how my investment is progressing. With these quarterly reports are recommendations to move from areas not performing as well as expected, to better funds. So far I am extremely satisfied with the performance of my pension and would recommend speaking to Martin at MIA.
Excellent pensions adviser. Turned my non performing pension round. Can’t fault his thoroughness and attitude.
Martin came to see us some time ago and completely “overhauled” our investment portfolio and strategy. We are extremely pleased with the professional approach of MIA and the advice given to us. Thanks Martin.
Midlands Investment Agency have helped us set up our pension fund and keep it running smoothly. No query is too much for them, and everyone is friendly and helpful. We could not ask for better service.
Martin is a true expert in his field. I have known Martin for over 3 years, and manages both mine and my husband’s pension schemes. We receive a report every 90 days on how our pensions are performing and are able to redistribute our pensions as and when we want to without penalties. I have been very impressed with Martin and would recommend him to all business owners. He also has a fantastic personality.
Martin Dodd has successfully consolidated and managed my personal pension for the last 3 years. He actively manages and advises on the pension on a quarterly basis. My pension pot has increased every quarter – a great achievement in the current market. Its good to know that the pension is being actively managed rather than bobbing out of control on the rough seas of the stock markets. I highly recommend Martin – so get your pension sorted!!