Midlands Investment Agency

Independent Financial Adviser  16 High Street, Wolverhampton, West midlands, WV6 8QT
First meeting at adviser's own cost
Chartered Financial Planner, expert advice on retirement and investment planning. Helping our clients achieve financial freedom and security
We can advise you on
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Ethical investments
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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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Traded endowment policies
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Unit trusts
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Taxation planning
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Group Protection/Life Insurance
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Martin Dodd APFS
Partner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Accreditations
Chartered Financial Planner
What our clients say
My pension fund has been managed my MIA for the last few years. Despite the volatility in the market and my cautious approach they have still managed to increase my fund to a satisfying level. They are the third IFA I have been involved with and by far the best, I wish I had been introduced to them years ago. They are the first company that I feel have been interested in my account and actively manage my portfolio. They advise me every 90 days and often make recommendations within my portfolio to improve the funds. In my opinion they are second to none and needless to say I am extremely happy with their services and would highly recommend them to any other business or individual
Paul Riley, Lodent
Martin has been looking after my Pension for a number of years. Prior to Martin's involvement I, probably like many other people, did not have a clear picture on investment performance and what actions should be taken to achieve my ultimate target. Thanks to Martin's advice and guidance I now feel confident that my pension investment will achieve the desired level
Colin Mills, In Comm Ltd
Midlands Investment Agency have helped us set up our pension fund and keep it running smoothly. No query is too much for them, and everyone is friendly and helpful. We could not ask for better service.
Barry Trubshaw, Wolverhampton
About us

Independent Advice firm offering expert advice in investments, retirement planning, estate planning and tax planning. We work mainly with Business Owners and Private Individuals, helping them achieve a more comfortable financial future.

We ask questions designed to help us understand your financial goals and aspirations. Our services are provided on a transparent fee basis, which ensures that you know exactly what you are paying for.

Our services

I help clients achieve their Financial Goals by helping them to find the answers to these important questions.

► Where they want to get to
► What they have got to do to get there
► When they can get to where they want to get to

Where to find us
Head office address: 16 High Street, Tettenhall, Wolverhampton, West Midlands, West Midlands, WV6 8QT
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020

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