Key Guides
Helpful guides on financial planning, investments and more. All in one place.
Individuals
- You and Yours – Estate Planning Key Guide Last updated: 7 August 2026
- Tax Planning for High Earners Key Guide Last updated: 7 August 2026
- The Financial Planning Journey Last updated: 7 August 2026
- Financial Protection Key Guide Last updated: 7 August 2026
Pensions
- Saving for Retirement Key Guide Last updated: 7 August 2026
- Taking Income at Retirement Key Guide Last updated: 7 August 2026
Investment Planning
- Investment Planning and Asset Allocation Key Guide Last updated: 7 August 2026
- Investing Tax Efficiently Key Guide Last updated: 7 August 2026
- Investing For Children Key Guide Last updated: 7 August 2026
- Making the Most of ISAs Key Guide Last updated: 7 August 2026
Business Owners
- Business Succession Planning Key Guide Last updated: 7 August 2026
Solicitors
- A-Solicitors-Guide-to-Working-with-Us Last updated: 5 August 2025
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).
