Midwinter Financial Planning

Independent Financial Adviser  Midwinter Financial Planning, Feering, Essex, CO5 9SE
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FCA authorised
Last authorised 14th June 2021
We are experienced and knowledgeable, delivering a personal service that you can trust. We provide jargon free effective financial planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR Daniel Midwinter FPFS
Chartered Financial Planner
About us

Daniel Midwinter established Midwinter Financial Planning to ensure a positive financial planning experience for all our clients. We are independent which means we are not limited to a restricted range of products and can advise on the best solution that meets our client’s objectives. Daniel is one of a small number of Independent Financial Advisers in the UK who have attained Chartered Financial Planner status and holder of the prestigious title of Fellow of the Personal Finance Society. This level of qualification provides our clients with confidence that they are dealing with a professional that they can trust. We believe Financial Planning is about listening and fully understanding clients needs and objectives, talking in plain and simple terms and delivering simple solutions that are effective. We are happy to meet clients at their home or they are welcome to visit our office in Feering.

Our services

We are the retirement experts, and specialise in helping clients who are thinking and planning for retirement or who are already retired. I answer many questions including, when can I afford to retire and will my money run out in retirement?

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£500,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Midwinter Financial Planning, Suite 2 Granville House, Threshelfords Business Park, Great Baddow, Feering, Essex, CO5 9SE

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