• Savings and Investment Advice in Lincolnshire
• Assisted Living Near Me - Can You Afford It?
• Elderly Care Home Funding Advice
• Managing Investment Trust For Financial Protection
• Charitable Investments
• Personal Financial Planning
• Tax Planning and Advice in Lincolnshire

We do not operate like typical Independent Financial Advisers (IFAs) in that we specialise in Personal Investment Planning and Wealth Management. We provide an in depth service to Personal and Trustee clients managing typical portfolio's of £150,000+ via strategic investments which work towards your wealth objectives. We have a concentrated client bank to ensure that we deliver a high standard of personal service. We monitor our investment portfolio's and provide regular reviews and market updates. We will assess and activley reduce your tax liabilities throughout your lifetime. Together our service ensures that you keep more of your money and can pass on your wealth more tax efficiently. We care about You and Your money.

Trade Bodies / Associations

Midas Independent Financial Planng Ltd is registered in Engalnd & Wales No. 5337933. Authorised and regulated by the Financial Services Authority

Care Fees Planning

Providing later life advice requires an understanding and sympathetic approach. We work with you and with individual care homes in order to develop sound financial plans which are appropriate at this important time in your life. With access to the whole financial marketplace, you and your family can be confident that we will have considered all of the many relevant options available.

Inheritance Tax Mitigation

Your financial objectives may include longer term plans to distribute wealth and to protect family members. Inheritance Tax can also be a concern when considering future plans.

We can ensure that your plan includes provision for these issues and that you will have a proper understanding of these sometimes complex matters. Our work with solicitors and accountants ensures that we too get relevant advice when needed!

Taxation Mitigation

At all times of course, you will want to be sure that any taxation liabilities created will be minimised.

We do this by providing a comprehensive 'Tax Pac' service which details the specific information required by your tax office or accountant.

No need to worry about the Tax Man!

Savings and Investment Portfolios

Our typical investment portfolios are in excess of £150,000 which allows us to balance the funds between risk and return. This means that you will have meaningful exposure to some consistently 'best performing' investment funds, whilst not being over exposed to volatile markets.

Our strategy is to out perform the average index of performance in each sector. This has proved to be sound practice for both building wealth and retirement planning.

Trading Since

March 2005