Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
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.
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?
Your home may be repossessed if you do not keep up repayments on your mortgage.
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