ABOUT US –
WE ENJOY WORKING WITH PEOPLE
ABOUT US – WE ENJOY WORKING WITH PEOPLE
Meet Martin Dodd
Martin is author of ‘The Financial Freedom Formula: How to become financially free and live the life you want“.
Martin has been working in Financial Planning since 1985 with Midlands Investment Agency. His focus is on helping Business Owners and Individuals to become financially secure and worry less about money. His number one aim is to help make sure that his clients NEVER outlive your money using the most up-to-date financial planning tools.
He is currently the Managing Director of Midlands Investment Agency, a financial planning business dedicated to providing independent investment, retirement and Inhertiance Tax planning advice, across the UK.
Midlands Investment Agency was founded in 1975, working with clients, who are both pre and post retirement. Martin’s aim is to build long-term relationships, delivering advice on an individual and personalised basis.
Meet The A-Team At Midlands Financial Group
Harriet Dodd – Report Writer
Lizzie Barnes – Senior Administrator
Chloe Cooper – Senior Administrator
Isabella Cooper – Trainee Administrator
Team Work Makes The Dream Work
We enjoy nothing more than helping you find the answers to the big financial questions, that making a difference in your life. Financial Planning 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 at managing your finances.
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.