DE1, Derby
We are a small boutique firm of Independent Advisers with small number of clients that we look after really well.
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What inspired you to start your own business?
I wanted to ensure that clients best interests were at the heart of everything we do
Why should our clients choose you?
They should choose Midland Wealth Solutions because we are truly independent and have no ties to larger companies pulling strings. We care about looking after our clients and their families.
Can you provide your services online or remotely? If so, please add details.
Services can be provided face to face, remotely or via the phone.
What changes have you made to keep your customers safe from Covid-19?
Online meetings were offered throughout the Pandemic and they still are when this is the client's preference.
Investment & financial planning advice
I offer full investment and financial planning services, including providing clients with their own personalised cashflow plans. Once my client's financial goals have been established I undertake Independent whole of market research on their behalf in order to find the best solution to meet their needs.
Retirement Planning
I advise my clients on all aspects of their retirement and pension planning. This can entail reviewing all of the pension schemes that they have contributed to over the years and helping them find out when they can retire. Early planning can ensure that you can retire at your desired age and maintain your lifestyle.
Protection
I offer a full range of protection services including life insurance, critical illness cover and income protection cover. ensuring that my client's needs and the needs of their families are covered in the event of serious illness, accident or death.
