Midlands Investment Agency

Midlands Investment Agency

Independent Financial Advisors

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01902 742221

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Free Guides

Download our free guides below (PDF format, requires Adobe Reader).

The secrets they don’t want you to know about Pensions

Key Concepts of Pension Performance Review

Top 10 tax savings tips

Midlands Investment Agency Client Brochure

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Reviews of Midlands Investment Agency on the FreeIndex Financial Advisors Directory

“Martin has looked after my pension requirements for the last few years, I have always found him to be informative, knowledgable and very approachable. The results he has delivered have been outstanding I would not hesitate to recommend his services to anyone.” ”

Will Peel - Benham BMW

Top 20 topics

Annuity Capital Gains Tax dividends Financial Adviser HMRC IHT Inheritance tax ISA Life Assurance pension pension review Pensions Personal Pension Property Retirement retirement pension Retirement Planning State pension tax Tax savings tips

Recent blog posts

  • Are you saving enough to live on when you retire?
  • 7 simple steps to help you keep your nerve when the markets start to give you the jitters
  • 10% reduction in Inheritance Tax
  • Cautious and risk averse savers are being lured into investing in complicated investments
  • Up to £1billion of income is being lost every year when Annuities are purchased at retirement.

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Midlands investment Agency are authorised and regulated by the Financial Services Authority