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.

Popular Services

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…

8 Personal Finance mistakes you really should avoid

8 Personal Finance mistakes you really should avoid

Have you ever noticed that disputes that arise between friends and family are often about money? Well, at least it was until recently and now politics has taken over. But enough of that. When it comes to money and any kind of money transactions, at the outset intentions in most cases and good, however when things go wrong, arguments can quickly follow. To avoid getting into unnecessary disagreements, over money issues, here’s my top 10 mistakes to avoid or be aware of. 1. People are...

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Preparing for the Holiday of Your Life — Your Retirement! (Part 3)

Preparing for the Holiday of Your Life — Your Retirement! (Part 3)

A guide for planning the ultimate "vacation"  OK but I’m not sure how to invest my money The reality is this. Professional money managers are unable to consistently outperform the market. And that is absolutely not a criticism of their ability. What’s more, you can’t either and that’s not a problem. Because you don’t need to. What is needed is a set of DO’s and DON’TS to be successful. So, firstly, let’s look at what you shouldn’t be doing. DON’T: Buy the fund the best fund from last...

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Has property investing had it’s day?

Has property investing had it’s day?

Today the government announced that they would introducing legislation to prevent investors from selling there investment holdings, unless they had a good enough reason to …….. Can you imagine that! How ridiculous would that be? Who would want to be an investor with that kind of legislation? Probably not many, BUT that is what is exactly what is about to happen to private residential landlords. Legislation is to be introduced to prevent landlords form serving an eviction notice on tenants!...

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