Midlands Investment Agency Ltd is a reputable financial and investment planning firm in Wolverhampton. Martin Dodd serves as the financial adviser and Managing Director of the company, with a career spanning back to 1985 in the field of Financial Planning. His core focus revolves around addressing the financial life needs of his clients and formulating comprehensive plans to fulfil those needs. The firm is dedicated to delivering independent financial advice and retirement life planning services to individuals residing in the West Midlands. Their commitment extends to providing independent guidance in investment, retirement, and Inheritance Tax planning, serving clients across the entirety of the UK. Midlands Investment Agency Ltd plays an instrumental role in helping clients strategize for a seamless and tax-efficient wealth transfer from one generation to the next, thereby avoiding unnecessary Inheritance Tax. Their mission is to offer financial advice aimed at help business owners and affluent families to achieve their long-term personal and financial objectives. Clients who have engaged with their financial planning services have found the experience engaging and enlightening, providing them with enhanced clarity regarding the financial decisions they need to make. The firm is driven by helping you comprehensively streamline your investments, ensuring they are optimized to align with your unique financial goals. To embark on your financial planning journey, don't hesitate to reach out and contact them today.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Focuses on Delivering to You The Right Mix of Investment Growth.
3 Best Financial Services in Wolverhampton, UK
Expert recommended Top 3 Financial Services in Wolverhampton, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
MIDLANDS INVESTMENT AGENCY LTD REVIEWS
Martin regular runs training days for our staff on financial management in order to help them build their own personal financial knowledge and success, and they are always fully attended, the guys love them. Also, Martins book "Financial Freedom Formula", is on our staff book club, reading list for every new starter, and always gets loads of discussions going around money and how to make it work for you. Martin and his team also manage our group pension scheme and has always been exceptionally professional and due diligent at all times, making sure everything is in place when needed.
I've used the services of Midland Investment Agency for many years, initially being advised by John and now by his son Martin. They offer a friendly service with sound advice. Martin is very thorough and explains everything in an easy to understand manner. I am able to access the progress of my investments at any time via a phone app which is a nice touch. Would definitely recommend their services. Professional and informative.
Very professional service. I have used Martin at MIA for 12 months now to assist in Pension consolidation and ongoing retirement planning. I would highly recommend to anyone who needs assistance with their financial planning.
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Opal Wealth Management Ltd operates as an independent financial advisory firm situated in Wolverhampton. Their team of financial advisers is well-equipped to address a wide range of financial planning needs. With access to a comprehensive array of specialists, they can provide independent financial advice across multiple areas. A defining characteristic of their service is fostering robust, enduring relationships with their clients. They are dedicated to delivering regular updates on your investments and offering customized solutions that align with your circumstances. Opal Wealth Management Ltd extends its financial advice and services to encompass financial planning, retirement planning, pensions, savings, and investments. Their particular areas of expertise are centred on constructing tax-efficient investment portfolios and retirement planning. They include saving for retirement, reviewing existing provisions, and delivering personalized 'at retirement' solutions to enable clients to enjoy their post-retirement years fully. The firm is committed to providing tailored solutions, guiding clients on the most suitable financial arrangements to suit their circumstances. They extend their independent financial advice services to clients in Wolverhampton, Staffordshire, and the Midlands.
UNIQUE FACTS:
• Deliver Their Solutions in a Jargon-free Manner.
• Offer a Bespoke Financial Advice Service.
• Provide Regular Updates On Your Investments.
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OPAL WEALTH MANAGEMENT LTD REVIEWS
Gary Stanfield is the first IFA we've ever seriously dealt with, and our experience has been nothing but positive. His explanations and advice regarding our private pension investments, state pension arrangements & income tax management has been straight-forward and easy to understand. The communication from Gary & his admin team has been excellent, leaving us confident in their ability to steer us into a successful retirement. We'd happily recommend Gary & his team at Opal Wealth Management.
I Needed some advice on what to do with some old and current pensions. After a great chat Gary clearly knows his business and dealt with the pension providers for me to ascertain my position. I Came out with a much clearer picture of our financial future. I would recommend Gary to anyone needed help with financial planning.
I'd definitely recommend Gary Stanfield for his deep insight into the products on offer. His delivery style to the customer is a no nonsense advice approach to match their investment potential. Many thanks Opal Wealth Management.
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Howard Wright Ltd is a family-owned financial advisory firm situated in Wolverhampton, offering a diverse array of services and products tailored to meet the unique needs of all its clients. At the company is Mike Richards, who serves as the Chartered Financial Planner and Chairman of Howard Wright Ltd. He is dedicated to providing top-tier guidance to their clients and their families. Gareth Robinson, another Chartered Financial Planner, holds the position of Managing Director and has been an integral part of the company since 2002. The team specializes in strategic financial planning for both your current and future financial requirements, providing you with the assurance that your finances are being managed with the utmost care. Their dedicated team of Chartered Financial Planners is well-equipped to assist you in shaping your financial future, regardless of your plans and objectives. The firm has significantly invested in its staff, including recruiting apprentices and undergraduates, ensuring they have a pool of young and dynamic talent prepared for the future. Their mission revolves around delivering a comprehensive and customized financial plan for every one of their clients. Howard Wright Ltd prides itself on offering an extensive range of services and products designed to cater to clients with various needs. They are pleased to arrange your initial consultation at no cost.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Comprehensive Financial Plan for All of Their Clients.
• Ongoing Investment Management.
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Sat & Sun: Closed
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HOWARD WRIGHT LTD REVIEWS
Howard Wright Took over our financial accounts 2 years ago after my Financial Advisor retired. Since I have been under Howard Wright my pensions & Isa's have maintained their growth ready for retirement. Even in this present climate. They are very Professional and easy to deal with. They are also only a phone call away and given have my wife and I invaluable incite into family matters regarding Inheritance, capital gains tax & Investments. Their costs are very very reasonable & the quality of service we get is five star Thank You Howard Wright.
Having never had money to invest before, I was nervous about what to do. After asking around, I chose to use Howard Wright to look after my investments and I could not be happier that I did so. In particular, my advisor is fantastic and his advice and guidance have been continually excellent. He is easy to contact, responds very quickly to my queries and kindly puts up with my naivety. I would recommend Howard Wright to anyone without hesitation.
I switched my pension to Howard Wright over 4 years ago. Ever since the service has been nothing short of exceptional. Excellent communication, professional advice, regular reviews, weekly updates and the overall performance more than meets my expectations. Highly recommended.
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