Midland Financial Solutions Ltd is authorised and regulated by The Financial Conduct Authority. Midland Financial Solutions Ltd is entered on the FCA register (www.fca.gov.uk) under reference 493195.
Registered address: Midland Financial Solutions Ltd, 50 Osmaston Road, Derby DE1 2HU.
Company Number 6716366.
Midland Financial Solutions
Welcome to Midland Financial Solutions
At Midland Financial Solutions Ltd we provide Independent Financial Advice to individuals, businesses and to clients of professional firms such as solicitors and accountants.
Our aim is to build long-term relationships with our clients based on trust, providing them with sound financial advice throughout their lives. And because we are completely independent, you can be confident that we will advise the most appropriate course of action for your own particular circumstances.
We provide a wide range of advice, including Investment Planning, Retirement Planning, Inheritance Tax and Estate Planning, Long-Term Care and Annuities from our offices in Derby, Ilkeston and Ripley.
We all want to finish working and enjoy a comfortable lifestyle, however, unfortunately a retirement with enough capital and income to provide you with the lifestyle you choose needs forward planning, and the legislation and regulation surrounding this topic can be particularly complicated.
Deciding where to invest your money can be difficult without professional advice so at Midland Financial Solutions we have a clear step by step process, supported by our specialist knowledge, to guide you through your decision-making.
For most of us, it’s important that we are able to pass on the maximum amount of our wealth to loved ones and to do this effectively it’s important to plan many years in advance to ensure that your beneficiaries receive the most value and your tax liabilities are minimised.
Trusts are frequently used as a way of reducing the amount of Inheritance Tax payable on an individual’s Estate, but they are also very effective in protecting family wealth from events such as divorce and bankruptcy and also to provide financial security for vulnerable adults.
Navigating the UK tax system is complex and to be sure that you are making the most of your tax allowances and reducing your tax liabilities, it’s essential to understand all of the nuances or to discuss your affairs in detail with a professional that does.
Can you rely on your business to deliver the retirement plan you have always dreamed of? Are you planning to sell your business to create this wealth or pass your business onto the next generation?
We are committed providing the most up-to-date, independent expert advice to all of our clients and this approach starts from the moment we meet you. So, what can you expect if you get in touch?
