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




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…

What you think about your retirement plans is wrong

What you think about your retirement plans is wrong

There are so many myths about pensions that people tell me, that I thought it was time to correct a few misperceptions. Planning for retirement is and can be quite a daunting tax, so knowing what you need to know is very important. And correcting misguided beliefs, might just help you avoid some big mistakes. Here are the top 10 myths exposed. My property is my pension – Well it might be, but the chances are it won’t. We all need somewhere to live and not many of us really want to downsize our...

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Pension freedoms have changed retirement planning forever, unless of course the Government changes their mind, yet again. To be fair, the gene is out of the box and it would be difficult to see how we could see a return to how pensions worked and a return to the past.

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