Midlands Investment Agency
Financial Services - , N/A, UK
Midlands Investment Agency Employees
Martin Dodd
Financial Adviser | Financial Advisor | Financial Planner | Pension Review
Midlands Investment Agency Details
Financial Adviser for business owners who wish to develop a FINANCIAL PLAN so that they can successfully retire from business."Martin's expertise is based on helping find the answers to these three very simple questions. WHERE you want to get to. WHAT you plan to do to get there. And WHEN you need to get there by"WHAT I DO...✔ Help you create a financial ROADMAP for a better financial future✔ Providing a SECOND OPINION on your current financial plan✔ Help you build a better FINANCIAL FUTURE for you and your familyI work in Wolverhampton and the West Midlands area, mainly with successful business owners and their families.Clients include:Successful owners of engineering companies, manufactures, training companies, accountants and many others.Public Speaker on Financial Planning and a Fellow of the Personal Finance SocietyI have specialist expertise in:✔ The creation of Financial Plans to facilitate GREAT retirements✔ Generational wealth planning to MITIGATE against Inheritance Tax✔ Cashflow modelling to ensure that you do not run out of MONEYIf you are serious about MONEY and wish to make sure that your financial ROADMAP is on course, contact me today.As a financial adviser I work closely with your other professional adviser to ensure that your goals and ambitions go to plan.Oh, and in my spare time I can often be found in the countryside of Staffordshire and Shropshire riding my bike training for the latest triathlon …Contact me today to discuss how I can help you develop your own individual FINANCIAL PLAN.martin.dodd@miadvice.co.uk01902 742221
Midlands Investment Agency Technologies
Retargeting
Facebook Custom Audiences
Email Providers
Outlook
Widgets
Facebook Widget
Domain Name Services
123-reg DNS
Tag Management
Google Tag Manager
Other
Microsoft Office 365