Savings Investments

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Investment and savings advice in
Worcestershire and the West Midlands

Saving money is a lot harder than it seems. That’s why we have a dedicated team of professionals who can provide you with expert financial advice. Contact the experts at Midas Financial Planning for investment advice in Worcestershire and the West Midlands

Helping you to Invest Your Money

At Midas Financial Planning, we can provide you with expert financial advice to help you to invest your money. There are various ways in which you can save and invest money, including ISAs, Bonds and Equities. We will access your goals, your attitude to investment risk and plan accordingly.

We can help you to plan for

  • Weddings
  • Buying your first house
  • University fees
  • Special birthdays and anniversaries
  • Your retirement and children’s savings
  • Elderly care and more

With-profits policy

You can also invest your funds in a ‘with-profits policy’. This policy gives you the extra benefit of a bonus that is a share of the profits from the funds that the premiums have been invested in.
If you would like further information on any of the above or pension plans, please contact us today.