Midas Financial Planning
Midas Financial Planning is a financial consulting company based in Kidderminster, England. They offer a range of financial services to help individuals and businesses achieve their financial goals. Their team of experienced consultants provide personalized advice and solutions to help clients manage their finances and investments. Midas Financial Planning is committed to providing high-quality services and building long-term relationships with their clients.
Introduction to Midas Financial Planning
Midas Financial Planning is a financial services company that was established to help individuals and businesses with their financial planning. The company has been in operation for over 10 years and has a team of experienced financial consultants who are dedicated to providing expert financial advice to their clients. What sets Midas Financial Planning apart is their personalized approach to financial planning, where they tailor their services to the specific needs and goals of each client.Services & Products
Midas Financial Planning offers a wide range of financial services, including retirement planning, investment management, estate planning, and tax planning. They also offer financial education and training programs to help individuals and businesses make informed financial decisions. Clients can expect comprehensive and customized financial solutions that are designed to help them achieve their financial goals.Location
Midas Financial Planning is located in Kidderminster, England, on Oxford Street. Kidderminster is a bustling town that is home to many businesses, restaurants, and shops. The area is easily accessible by public transportation, with the Kidderminster train station and several bus stops located within a short distance from the office. The three closest public transportation options are the Kidderminster train station (0.4 miles), Kidderminster Bus Station (0.2 miles), and Oxford Street Bus Stop (0.1 miles).Benefits
Customers should choose Midas Financial Planning because of their commitment to providing personalized financial solutions that focus on their clients' unique needs and goals. The company has a team of experienced financial consultants who are dedicated to helping their clients achieve financial success. Midas Financial Planning also offers a range of financial services, from retirement planning to investment management, which means that clients can get all the financial help they need in one place.Good to know
Customers should be aware that Midas Financial Planning is a fee-based company, which means that they charge a fee for their services. However, this fee is transparent and is agreed upon upfront with the client. The company also has a strict code of ethics and is regulated by the Financial Conduct Authority (FCA), which ensures that clients can trust the advice they receive.Reviews
Customers have praised Midas Financial Planning for their excellent customer service, personalized approach to financial planning, and their ability to help clients achieve their financial goals. Clients have also noted that the company's financial consultants are knowledgeable, experienced, and easy to work with. Overall, customers have had positive experiences with Midas Financial Planning and would recommend the company to others.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a range of financial services including investment planning, retirement planning, tax planning, estate planning, and insurance planning. Our goal is to provide our clients with a comprehensive financial plan that addresses all aspects of their financial situation.What experience do your financial consultants have?
Our financial consultants have extensive experience in the financial industry and hold relevant qualifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. They also undergo regular training to ensure that they stay up-to-date with the latest industry trends and regulations.How do you charge for your services?
We charge our clients on a fee-only basis, which means that we do not receive any commission or compensation from the products we recommend. Our fees are transparent and based on the complexity of the services provided.Can you provide references or case studies of your past clients?
Yes, we can provide references or case studies of our past clients upon request. We take client confidentiality seriously and will only share information with their permission.How will you tailor your services to meet my specific financial goals and needs?
We understand that every client has unique financial goals and needs, which is why we take a personalized approach to financial planning. Our financial consultants will work closely with you to understand your situation and develop a customized plan that aligns with your goals and objectives. We also provide ongoing support and review to ensure that your plan remains relevant and effective.Reviews
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Amin Rahmat (Alumni)
My wife and I are very much pleased to have Dom Whitehouse as our mortgage advisor. He is a nice approachable person who helped us throughout the process. He is well-informed and knowledgeable. He is also very accessible and responds to your emails/calls quickly. More importantly, he will spend time with you, search the best deals, and make sure you have understood everything. I would give him seven stars if I could. I will happily recommend.
27-05-2022
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Abbas Akbar
Dom Whitehouse was extremely helpful throughout the process of sorting a mortgage for my house. His response time was impressive and I was very happy that I got referred to him.
27-05-2021
