1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. East Of England
  6. breadcrumb-arrow
  7. Essex
  8. breadcrumb-arrow
  9. Braintree
  10. breadcrumb-arrow
  11. Midwinter Financial Planning

Midwinter Financial Planning

Independent Financial Adviser  Midwinter Financial Planning, Feering, Essex, CO5 9SE
check
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
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
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    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

Similar advisers near you

A&J Wealth Management Ltd
Independent Financial Adviser 0.6 mi
A&J Wealth Management have been offering personal, financial and wealth management advice to clients for over 35 years.
 
See profile
Essex Financial Planners UK Ltd
Independent Financial Adviser 1.71 mi
We offer a no obligation meeting to discuss your situations and perspective. Confidentiality is the cornerstone of our business.
 
See profile
Ascot Lloyd
Independent Financial Adviser 1.71 mi
One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
 
See profile
Royale Thames Wealth Ltd
Independent Financial Adviser 3.46 mi
You can be confident of receiving the highest quality advice, unparalleled levels of service and support. With us, you are in safe hands.
 
See profile