Smart, personalised investment advice designed to grow with you over time.
Investment planning is the safest way to ensure that you meet your financial goals whilst mitigating your financial risk. Whether you’re looking for a diverse portfolio plan, to streamline your tax efficiency or guidance on tactical asset allocation decisions. Our investment planning service will guide you through the whole process.
At Midland Financial Solutions, our Financial Planners will work closely with you to define your investment goals and work with you to set out effective steps to meet them. Our expertise will guide you through complex legislation and help you grow your growth overtime.
Independent, FCA-regulated advice
Easily accessible savings
Ongoing annual reviews available
We will start by setting appropriate objectives that will help you to achieve your financial goals and together we will work on building your understanding of investment risk and reward and agreeing on overall asset allocation. This will allow us build to an optimised investment structure to get your wealth to where you want it to be.
Then, with your objectives in mind we will select and recommend specific fund or investments to help you make the most out of your hard-earned money. To keep you on track we can also provide regular reviews and timely updates on evolving legislation – so you can move towards growing ur investment portfolio and optimising your wealth.
Friendly and efficient service. Explained everything thoroughly. Advised on all options related to my requirements and also pointed out other information that I wasn’t aware of but may be of benefit to me.
Start the conversation today and take the first step towards a secure, stress-free retirement.
01332 345370
Hilary and her husband had agreed to an amical separation. They were both Shareholders of a successful business, however, Hilary’s role was less integral, and her shares would be bought from her as part of their Divorce agreement.
Jane and Karl run a successful, second generation family business. They were looking ahead towards their own retirement (perhaps in 6-7 years’ time), are keen to ensure the business continues and have plans for younger family members to eventually take over the running of the company.
Chris and Janet had sold their successful business in 2013 and were planning for their retirement. They were tied in to work for the new owners for at least a year, after which they wanted to relocate to the countryside to enjoy their retirement.
Registered address: Midland Financial Solutions Ltd, 50 Osmaston Road, Derby DE1 2HU.
Company Number: 6716366
© Midland Financial Solutions 2026Midland 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. Unless we notify you in writing to the contrary, we will be treating you as a “Retail Client”. This means that you are afforded the highest level of protection under the regulatory system and should have the right to take any complaint to the Financial Ombudsman Service (FOS) (www.financial-ombudsman.org.uk).
