We will help you build, manage and protect your wealth...

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About Midlands Investment Agency

Independent Financial Advice, is the cornerstone of achieving your financial goals, ambitions and protecting your family and assets should anything catastrophic happen to you.

Midlands Investment Agency established originally in 1975, offering bespoke financial advice to private individuals and business owners. Since our inception we have guided and advised thousands of individuals helping them achieve financial security.

Of particular interest is the very successful Pension Performance Review™of existing pensions funds. It is a fee based comprehensive analysis of pension plans and the assessment of past performance and charges. We use the information gathered to advise on how best to arrange pension plan to meet each individuals retirement objectives.

Having unrestricted access to the whole market of investments and financial products, ensures our clients are offered the best possible solutions.

Midlands Investment Agency is a family business and have been providing advice on a face-to-face basis to clients for more than twenty-five years.

NOTES:

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You should always seek financial advice before altering your pension.Past performance is not necessarily a guide to the future. The value of investments can fall as well as rise and you may not get back the sum you originally invested.Actual annuity income will depend upon the fund size and annuity rates at retirement.Tax legislation may change in the future.

Midlands Investment Agency

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01902 742221

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Wealth Management Specialists

Midlands Investment Agency is authorised by the Financial Services Authority to conduct investment business under the Financial Services & Markets Act 2000.

Midlands Investment Agency is entered on the FSA register and our registration number is 114408 |

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