Midwinter Financial Planning
I'm experienced and knowledgeable, providing a personal service that you can trust. I am aware that these are uncertain times, as you might be thinking can I afford to retire earlier than expected or concerned about the drop in value of your investments. I am able to provide clarity and help you meet your goals. Please do not hesitate to contact me to discuss further.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 29th June 2020
Meet our advisers
Daniel Midwinter FPFS
Chartered Financial Planner
Qualifications & Accreditations
FCII - Fellow Membership (CII)
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.
Advanced Diploma In Financial Planning (CII)
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
What our clients say
He has an extensive and up to date knowledge of investment strategy and tax advice.
Discussed options and various savings vehicles in a clear and relevant language that I could understand
I required advice on my pension fund and by which method I should activate it. I also had a lump sum that I needed to invest where tax was best avoided.
Daniel accurately assessed my risk level and provided recommendations which I followed
Discussed my plans both now and for the future. Once he understood this he came up with and explained solutions
Daniel was very helpful and knowledgeable about the issues around inheritance tax and how best to manage their money on my parents behalf.
I 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. I am 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 my clients with confidence that they are dealing with a professional that they can trust. Financial Planning to me is about listening and fully understanding my clients needs and objectives, talking in plain and simple terms and delivering simple solutions that are effective. I am happy to meet clients at their home or they are welcome to visit my office in Feering.
I am the retirement expert, and specialize in helping clients who are approaching retirement (within 10 years) or who are already retired. I answer many questions including, when can I retire and will my money run out in retirement? I provide jargon free effective financial planning.
Where to find us
Head office address: Midwinter Financial Planning, Suite 2 Granville House, Threshelfords Business Park, Great Baddow, Feering, Essex, CO5 9SE
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Choose an Unbiased exclusive special offer:
Online (Live chat, video, email)
Face to face
Your home may be repossessed if you do not keep up
repayments on your mortgage.