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Clarity for a complex world

Stop worrying about money and focus on the important things in life

Clarity for a complex world

Stop worrying about money and focus on the important things in life

The NEW AGE of Financial Planning is here

 

The story so far

 

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 becomes 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.

What we do best

Retirement Review

From our experience as financial advisers there are two major reasons why people come to us about their retirement plans. Many people are either disappointed with how their retirement plans are performing or their existing adviser, is just not looking after them properly. Secondly, at some point many people wish to consolidate their various retirement plans into one account, in preparation for the need for income when their normal working lives transitions to the next phase….

Is this you? If so, why not get in touch with.

Making BIG or once in a lifetime investment

When it comes to looking after the wealth and investments you have accumulated, making the right decisions can be a challenge. Making big investment decisions, is not always that simple and it is important to make sure that you make the right decisions, avoiding any unnecessary mistakes.

If you have recently inherited a lump sum or have sold your business, you make be thinking about how best to invest the money for both income needs and growth.

 Is this you? If so, why not get in touch with.

Inheritance Tax & Generational Wealth Planning

Inheritance Tax is a tax that is often overlooked and not planned for. From our experience, many people avoid tackling the problem, because it is perceived to be too difficult to solve. As a consequence many people either do nothing or leave it very late. With the right expertise inheritance tax can be reduced or eliminated altogether, even if the amount of time left to plan is limited. 

Is this you? If so, why not get in touch with.

Get in touch

The first steps are always the hardest, but we are here to help.

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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…

Preparing for the Holiday of Your Life — Your Retirement! (Part 2)

Preparing for the Holiday of Your Life — Your Retirement! (Part 2)

A guide for planning the ultimate "vacation"   So How Much Do I Really Need? When it comes to working out how much money you will need, no two people are exactly the same and a one-size-fits-all definitely isn’t going to work. Most of us will need to rely on the money that we save, various retirement plans and possibly by downsizing our homes. So get to what your number is, it is a good idea to reverse engineer your retirement. Starting with an estimate of the total annual...

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Preparing for the Holiday of Your Life — Your Retirement! (Part 1)

Preparing for the Holiday of Your Life — Your Retirement! (Part 1)

A guide for planning the ultimate "vacation." Everyone loves a good holiday and none more so that hard working business owners. After all what are you working to build a business for. So, wouldn’t you agree, that planning for a vacation can be a lot of work. You know what it’s like, researching destinations, booking transport and hotels, and, of course, packing can take up as much time as the holiday itself. But how much time do you spend planning for what could be the greatest holiday of your...

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14 retirement planning mistakes that you don’t know that you are making

14 retirement planning mistakes that you don’t know that you are making

Who wants to work forever? Well, probably not that many of us and even if we did, we probably would like to slow down a little bit, so that we can enjoy the fruits of our labor. I’ve been working with business owners for over 30 years helping them build up enough wealth so that they can exit their businesses and have a great retirement. Unfortunately, though, over the years I have come across lots of mistakes that people have made. After all, we don’t know want we don’t know. This is perhaps...

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