Midlands Investment Agency
Midlands Investment Agency is a financial consultancy firm based in Wolverhampton, England. They specialize in providing investment advice and financial services to clients. As one of the leading investment companies in the United Kingdom, they are committed to helping their clients achieve their financial goals. With a team of experienced financial consultants, Midlands Investment Agency provides personalized and tailored financial solutions to meet the unique needs of each client.
Introduction to Midlands Investment Agency
Midlands Investment Agency is a financial services company located in Wolverhampton, England. The company has been in business for over 10 years and is known for providing exceptional financial consulting services to its clients. The company is unique because it offers personalized services to each of its clients, ensuring that all their financial needs are met in the most efficient way possible.Services & products
Midlands Investment Agency offers a wide range of financial services, including investment planning, retirement planning, tax planning, and wealth management. The company's team of certified financial consultants work closely with clients to develop customized financial plans that align with their unique goals and objectives. Clients can also purchase investment products through the company, such as mutual funds, stocks, and bonds.Location
Midlands Investment Agency is located on High Street in Tettenhall, Wolverhampton. The area is known for its vibrant community and diverse range of businesses, including shops, restaurants, and cafes. Public transportation options in the area include the Tettenhall Bus Station, which is located just a few minutes' walk from the company, as well as the Wolverhampton Train Station and the Wolverhampton Bus Station, both of which are within a 15-minute drive.Benefits
Clients should choose Midlands Investment Agency because of their commitment to providing personalized financial solutions that align with their unique goals and objectives. The company's team of certified financial consultants are highly experienced and knowledgeable, and they work closely with clients to ensure that they receive the best possible financial advice and guidance. The company also offers a wide range of financial services and investment products to help clients achieve their financial goals.Good to know
Clients should be aware that Midlands Investment Agency operates on a fee-based model, which means that clients pay a fee for the services they receive rather than paying commissions on the products they purchase. This ensures that the company's financial consultants are always acting in the best interests of their clients.Reviews
Customers have consistently praised Midlands Investment Agency for their exceptional financial consulting services and personalized approach. Many clients have reported that they have been able to achieve their financial goals thanks to the advice and guidance provided by the company's team of financial consultants. Overall, customers have reported high levels of satisfaction with the company's services and products.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
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retirement planning
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investment portfolio
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wealth management
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online trading
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brokerage account
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mutual funds
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stocks
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bonds
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etfs
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financial planning
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insurance
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risk management
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financial education
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trust services
FAQ
How do you charge for your services?
At Midlands Investment Agency, we charge our clients based on a percentage of their assets under management. This fee structure ensures that our interests are aligned with the interests of our clients, and we only get paid when our clients benefit from our services.Can you provide references or case studies of your past clients?
Yes, we can provide references and case studies of our past clients upon request. We have a track record of success in helping our clients achieve their financial goals, and we are proud to share their stories with potential clients.How will you tailor your services to meet my specific financial goals and needs?
At Midlands Investment Agency, we take a personalized approach to financial planning. We work closely with each of our clients to understand their unique financial situation, goals, and risk tolerance. Based on this information, we develop a customized investment strategy that is designed to help them achieve their specific financial objectives.How do you ensure client investments are secure?
We take the security of our clients' investments very seriously. We work with reputable custodians and use industry-standard security measures to protect our clients' assets. Additionally, we regularly monitor our clients' portfolios to ensure that their investments remain aligned with their goals and risk tolerance.Can you provide references or testimonials from satisfied clients?
Yes, we can provide references and testimonials from satisfied clients upon request. We are committed to providing exceptional service and delivering results for our clients, and we are proud of the relationships we have built with them over the years.Reviews
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Patricia Cross
We are relatively new clients of Martin but he has been extremely helpful, not only with investments but with his advice regarding wills and power of attorney. We have no hesitation in saying that we are confident that that he has the best interests of his clients at heart.
27-02-2023
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Mark Tipton
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.
27-02-2023
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andy rix
Just a few words to say how pleased I am with Martin Dodds advice on my financial matters,also he keeps me well updated with regards to my investments which is comforting especially in these uncertain economic times,I would certainly recommend Martin as he explains complex matters in simple terms giving me piece of mind. Thank you Martin and team. Andy
27-02-2023
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racingstan
Having used MIA for my pension advice, I have to say that I am delighted with the guidance that I have received . I am completely happy with the strategy that has been devised for my requirements and feel secure that they have my best interests at heart. They are a totally professional and uniquely friendly establishment. Alan G.
27-02-2023
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Mick Butler
Martin and his team have been advising me for 6 years now and I have been extremely pleased with their confidential and professional service.
27-02-2023
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Chris Potter
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.
27-02-2023
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reeper
Positive: Professionalism, Quality, Responsiveness, Value
27-02-2023
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Carla Allenza
Positive: Professionalism
27-05-2022
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Janine Wellings
Positive: Professionalism, Quality, Responsiveness, Value
27-05-2022
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Gav Massey
Martin at Midlands investment agency is an excellent financial adviser who I would recommend to all. The service we have received, the quality of the advice and the results have all been so impressive and both myself and my partner will not be going anywhere else in future for our financial advice. Martin makes a real concerted effort to reach out to you and to keep in touch. We both feel that he is always there and very responsive whenever we have any requirements.
27-05-2022
