We recognise that each of our clients are unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.

The overall aim of Midlands Wealth Management is to assist clients who wish to secure their financial future.

We provide advice in all areas of financial planning including:

• Pre- and post-retirement planning
• Building and preserving wealth
• Protection against sickness and/or death
• Reducing an inheritance tax liability

At Midlands Wealth Management we aim to keep our clients aware of the most up to date information within the markets, producing Market Bulletins is just one example.

Midlands Wealth Management is a member of the successful St. James's Place Partnership. With advice Guaranteed and the ‘Best of Breed’ approach to both products and services, we believe a high standard of advice will consistently be provided to my clients by adopting this approach.

In addition to the experience and expertise provided by St. James's Place, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products that we will be able to offer you. We believe the providers represent the 'best of breed' in their respective categories and are capable of delivering the high standards you would expect.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.