Midlands Investment Agency

About

Financial Advisers in Wolverhampton.
Answering the most important Financial Advice questions, helping individuals and business owners achieve Financial Freedom.
Chartered Financial Planner & Fellow of the Personal Finance Society

Story

Investment and pension experts. We provide financial advice to business owners and private individuals in the Wolverhampton area. Our specialist area of expertise is wealth management and financial planning including cash flow modelling to help our clients achieve financial freedom, so that they can live the lives they would choose.

Mission

As a leading financial adviser in Wolverhampton, I help small business owners prepare a financial plan for the next phase of their lives. The clients I work with usually have a history of success and are now more keenly focused on managing their wealth and their retirement goals.

"Our aim is to provide Financial Advice, to help Business Owners and Successful Families make smarter decisions about their money.In an increasingly complex world, making the right decision about financial planning is becoming more important. We help affluent families and business owners make smart decision about their money.Our aim is to help ensure through our financial advice process to never run out of money during their lifetime.To complete the financial jigsaw, we help our clients plan for a smooth and tax efficient transfer of wealth from one generation to the next, avoiding any unnecessary Inheritance Tax."