Midlands Investment Agency
16 High Street, Tettenhall
|Mon - Fri :||8.30-5.30|
|Sat - Sun :||-|
Financial Advisors offering financial planning advice to successful business owners throughout Wolverhampton and surrounding areas. Established in 1984 the company has many years of experience in the Independent Financial Advisors business.
Working with successful business owners who are frustrated that they are not converting their success into long term financial wealth for themselves and their families. Helping clients to ensure successful accumulation of wealth, so that they can enjoy the life that they would choose.
The company offers a range of a financial planning and wealth management services to business owners, which are designed to meet each clients specific circumstances throughout their lives. With careful planning, the business has expert advisers enabling clients to be conformable that they are receiving advice specific to them.
The company offers unique services, including the Pension Performance Review Service. Bespoke planning advice, offer the most appropriate solutions for business owners and can ensure successful accummulation of assets. The services are available with an expert adviser.
Using latest technology and support Martin Dodd offers a tailored financial planning service to clients.
Midlands Investment Agency has a growing network of clients, located around Wolverhampton and further afield, including many Company Directors of owner managed businesses.
The company is owned by Martin Dodd, John Dodd and Alice Dodd who have worked in the financial advisory and independent financial advisers business for many years. Martin Dodd has many years' experience advising and working with the financial affairs of business owners and company directors.
Memberships and Associations
Recent customer reviewsView all 22 Reviews
|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.|
|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.|
|I chose Martin over a number of other IFAs I had been introduced to. To date I have received solid, consistent and certainly independent advice. Martin has performed over and above my expectations, taking on situations outside the scope of my initial investments with him.|
|I have about 5 different pension schemes from previous jobs dating back to the early 80s and was totally confused about their value to me now and the possibilities open to me having reached 55 to take any lump sum available in order to decrease my mortgage and potentially increase my income, a necessity since I have drastically downsized my job! MIA very efficiently dealt with all correspondence to the various parties and gave me a concise summary of the possibilities in relation to each pension which would be most beneficial to me. Consequently I have been able to redeem one pension in order to provide a little extra income and pay off a lump of my mortgage and have a detailed plan of what actions to take with the other pensions. I know I can trust MIA to keep monitoring the situation regarding the value of the other pensions and they will get back to me. Could not have wished for more useful advice and courteous service. I would recommend their services to anyone.|
|Martin is a rare breed of Financial Expert in that he will quite happily show you his own portfolio of investments. This is extremely important. After all, if you're acting on a Financial Expert's advice you'd expect them to take the same investment route if their circumstances were the same! In short, he puts his money where his mouth is. Very professional guy who goes the extra mile to make sure your investment pattern is right. Highly recommended.|
|Martin Dodd of Midlands Investment Agency is someone who really cares about helping people plan their financial future. His integrity and professionalism are second to none. He totally inspires trust. With Martin, you know you are in safe hands!|
|I know Martin of MIA through networking and also know plenty of people who use his services. As well as offering regular pension performance reports so you know how things are going, he also has a different approach to working with his clients to ensure their goals are established and met.|
|Midlands Investment Agency have been my financial advisors since 2009. They have helped me understand more clearly how pension work, and the importance of planning for my future. They have helped me with my plans for retirement and are always available to answer any pension questions that I have, as well as other financial queries. I know have a much clearer plan for my future. I am very happy with their service and will be recommending them to my own clients.|
|Having been reticent for some time to have my Pensions and Health insurance reviewed, I put my trust in Martin Dodd at Midland Investment Agency. His no nonsense, convenient and trustworthy approach instantly made me reassured and I left our initial consultation with the exact understanding as to what he will be undertaking, furthermore, he was extremely well time managed and reliable on the delivered service.|
I was thrilled with the outcome of my review, I feel totally reassured that my pension has now been put back on track and I have also saved myself money and have benefitted from a better level of cover. Considering the time and professionalism that Martin has put into the work carried out, I was surprised to say the least at how reasonable the charge was. It gives me pleasure to say what a totally satisfied customer I am.
Mr Rozier Wolverhampton
|Martin at Midlands Investment Agency gave me fantastic advice regarding a pension, which he then set up for me. Hassle free and knowledgable Company!|
|Helen Deeley - Wolverhampton|