Midas Independent Financial Planning Ltd

Ogólne informacje

Steve Tait - Midas IFP - Independent Financial Adviser based in Gainsborough and servicing clients throughout Lincolnshire. Midas offer advice focussed on specific areas of financial planning such as:- • Savings and Investments - Financial Plans Tailored For You • Tax Planning for Wealth Distribution • Later Life Provisions - Assisted Living - Financial Plans • Later Life Provisions - Elderly Care Home Funding Planning • Managing Trusts to Protect Family, Assets and Property • Creating and Managing Trusts & Charitable Trusts For all of the above we offer a Free Consultation to identify, recommend and prepare a plan for managing your portfolio. During this initial consultation we will:- 1. Undertake a Comprehensive Review of Your Finances 2. Identify Opportunities for Financial Growth and Income 3. Recommend Suitable Investment Strategies 4. Prepare your Financial Plan for the future 5. If you like what we are proposing and sign up for our services we will plan and agree ongoing Reviews and Management of your portfolio.