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.
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…
DIY Pension planning could all end in tears
Just because you can to something, doesn’t mean that you should. We’ve all heard that before, but does it apply to pensions?
Top 8 Budget 2018 things you need to know
Did the 2018 Budget do anything for you? The speech in itself was not that interesting and much of what Hammond said was big picture stuff, that whilst important, did not feel that the Budget was particular focussed on the individual.
More than one Financial Adviser – Is it ever a good idea?
Since the begining of the era of consumers BUYING financial products we have all been encouraged to take the advice of a financial adviser to help us with our financial plans and to help us towards our financial goals.
