Midas Independent Financial Planning
wealth management, investment advice, financial adviser
Providing later life advice requires an understanding and sympathetic approach. We work with you and with individual care homes in order to develop sound financial plans which are appropriate at this important time in your life. With access to the whole financial marketplace, you and your family can be confident that we will have considered all of the many relevant options available.
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Managing Investments for Charities is a specialist area of Financial Planning. It needs careful consideration to adhere to the requirement of
We have considerable experience and knowledge in advising on the best solution available and can closely work with your chosen Solicitor and/or Accountant to help comply with the Trustee regulations.
We will help you to minimise your taxation liabilities to ensure you pay no more tax than required.
We can esure that you protect more of your capital from the Tax man and pass on more of your estate to your beneficiaries.
Our strategy is to out perform the average index of performance in each sector, this has proved to be sound practice for both building wealth and retirement planning.
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