Markwin Financial Consultancy

Reviews, get directions and contact details for Markwin Financial Consultancy

"Financial Planning"

Address: 91 Church Rd, Tiptree, Colchester CO5 0HB, UK

Phone: 01621 818588

State: Essex

City: Colchester

Zip Code: CO5 0HB

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Reviews

Daniel has been advising me for a few years now and to use him is definitely a very good decision. I retired in 2020 and approached Daniel prior to this as I needed sound pension advice. What I love about Daniel is that he explains things very simply and takes the headache out of what decisions I need to make. If I was trying to work it all out by myself I would be going around in circles forever and a day and sweating over everything. Daniel takes the worry away which allows me to enjoy my retirement. He is approachable and very efficient. I highly recommend him. Thanks Daniel

Needing some support and advice with regards to planning my retirement, I contacted Midwinter Financial Planning on the recommendation of a colleague. Extremely pleased with the service, thorough and very professional, my options were explained clearly and concisely. Communication was prompt and helpful. Cannot recommend highly enough.

Daniel was initially instructed to set up a private pension for myself however subsequently following numerous years of exceptional service my wife has now set up a private pension for Daniel to oversee. Danial is a professional individual with a comprehensive knowledge in all areas of pensions and investments. Daniel has the can do attitude and with whatever we have thrown at him nothing has been too much trouble. We looking forward to working with Daniel for many years to come.

Daniel has been advising me since January 2019.  He delivers his advice in clear, simple words that helped me to understand my options for collecting together a number of legacy pensions and quickly removed the anxieties I had around the pensions.  He then implemented the recommendations that I accepted, to create a self-invested personal pension SIPP.  He helped me to assess my “ticking over” need for income, and advised the likely effects of taking different lump sums and income streams on the lifetime performance of the SIPP.  He then implemented withdrawals from the SIPP that I asked for based on his advice.  My wife and I have annual review meetings with Daniel which are always a great pleasure.  We talk over any changes to our financial circumstances, review our attitude to financial risk, and discuss any changes to the SIPP investment portfolio.  He has a number of financial tools with which he can quickly run “what if” scenarios to demonstrate the likely effects of proposed changes to portfolio or income, based on different external factors – shocks in the wider economy and so on.  He has a calming way of advising against knee-jerk reactions to falls in market values which may only serve to crystallise what usually are just temporary losses.  The SIPP comes with an App, so that we can see its performance at any time.  However, Daniel discourages us from looking at it too often.  He says that it is his job to worry about the investments, and that we should be getting on enjoying our retirement.  I am very happy with the help, advice and service that Daniel has given us, and at the time of writing January 2023, I hope that he will be able to continue to work with us for the foreseeable future.

I contacted Midwinter Financial Planning 4 years ago to help me with my personal pension. Daniel Midwinter helped me to understand and make the most of my available pensions. Not least when the pandemic hit and I was made redundant after working for 48 years and could no longer make any further contributions. I would definitely recommend Daniel and his company, he gave me trusted advice and I felt I could call him with any questions at anytime. I was lucky to find him when I needed to plan for my retirement.

Approaching retirement I sought advice regarding my pension options. Daniel was able to illustrate these in layman's terms, making the decision making process quite straight forward. Daniel, unfortunately, cannot control the world markets, but is always at the end of the telephone or email, to answer any questions or concerns we may have. This brings peace of mind that we are leveraging our investments as we would wish. Whilst, clearly, Daniel is offering a professional service, our relationship feels closer than that, his annual visits to our home in Norfolk, having the feel of a social catch-up rather than a financial one. Would not hesitate to recommend Daniel to others in our situation.

Daniel is friendly and knows his subject, but most of all, it is so apparent that he cares about his clients. He has helped me with long term financial planning, giving advice and introducing ideas that I would not have thought of. He is a reassuring presence in these uncertain times. Thank you Daniel.

We contacted Daniel for advice on pensions a few years ago. Since then we have been very pleased with the advice offered as well as the service received.  We would definitely recommend.

I approached Midwinter Financial Planning with a plan to release some funds for my daughters house purchase from my savings and pension funds. Daniel was easy to talk to and was quick to understand my situation. After considering my case, Daniel explained that my plans were well founded and there was no need for me to become a client and enter into a service agreement.  I was pleasantly surprised and very grateful for the honesty and integrity Daniel had shown. I am not particularly financially astute and could quite easily have been persuaded into a business relationship. But Daniel spoke in a simple, friendly manner, he did not try to baffle me with financial jargon, and there was no attempt to coerce, bully or frighten me into paying for advice that I did not need.  I have approached large financial organisations before and found the advisors treat you as an opportunity to extricate money from your hard earned savings whether you need help or not, just to  increase their own quota.  I felt that Midwinter Financial Planning was a small friendly business that treated me personally, with my own interests at heart. I will happily return to Midwinter Financial Planning the next time I need advice.

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Markwin Financial Consultancy

Reviews, get directions and contact details for Markwin Financial Consultancy

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