Savings & Investments

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 save money

At Midas Financial Planning, we can provide you with expert financial advice to help you to save money. There are various ways in which you can save money, including cash ISAs and equities. Although ISAs are a safer way of putting money aside, equities do have numerous advantages that a savings account does not. You have the possibility of gaining not only a dividend - but also capital appreciation.
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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.
Call Midas Financial Planning on
01562 822 224
for investment advice, savings advice and more. We serve clients in Kidderminster, Worcestershire and across West Midlands.
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