Midlands Investment Agency - Financial Advisor Wolverhampton

22/10/2024

Brilliant News looking forward to our sausage being sold next

17/10/2024

We are enjoying participating in Robinsons butchers Tettenhall Sausage Competition this week and the voting closes on Sunday 20th October. Please vote for Midlands Investment Agency by commenting on Robinson's Post. If we win a percentage of the sales from our sausages being sold will go to our choosen charity Compton Care.

19/02/2024

“𝐇𝐨𝐰 𝐦𝐮𝐜𝐡 𝐢𝐬 𝐧𝐨𝐫𝐦𝐚𝐥?”

Ok now we’re making progress.

By the age of 50, we realise that there isn’t as much time as you think there is.

There’s now more time behind us than in front of us.

A few days ago I had a meeting with 2 brothers who I’ve been working with for 10 years. They are now focused seriously about the future.

“I can’t see me never working, but you never know what might happen”

I’m thinking and they’re thinking …

If you have to step through the door into retirement, we better be well prepared.

… leave the proper planning too late … don’t think about it soon enough … don’t get all your financial ducks lined up …

And a disaster could be around the corner.

If it goes wrong, the financial security of running a successful business could fall off a cliff just like that.

And this is a problem that many business owners face.

A great business, that gives a great living, doesn’t automatically lead to a great next chapter of life.

So, back to the question.

“How much is normal?” The question was about how much income do most people live on in retirement.

The answer is different for all of us, so our plans need to be tailored to each of us individually.

The questions we really need to find the answers to are these.

“𝐇𝐨𝐰 𝐦𝐮𝐜𝐡 𝐢𝐬 𝐞𝐧𝐨𝐮𝐠𝐡?”

“𝐖𝐡𝐚𝐭 𝐢𝐬 𝐦𝐲 𝐢𝐬 𝐦𝐲 𝐧𝐮𝐦𝐛𝐞𝐫?”

“𝐀𝐦 𝐈 𝐨𝐧 𝐭𝐚𝐫𝐠𝐞𝐭?”

“𝐃𝐨 𝐈 𝐧𝐞𝐞𝐝 𝐭𝐨 𝐝𝐨𝐢𝐧𝐠 𝐦𝐨𝐫𝐞 𝐧𝐨𝐰?”

Once these questions are answered we will be prepared to step through that door into retirement …

… if we choose to …

… or we we have to …

The postscript to this story. The brothers both want to keep working and are from a family that don’t really do traditional retirement.

Their father at 70 is still working and has no intentions of stopping anytime soon.

But they still want to be able to walk through that door to retirement if life forces their hand.

Until next time …

15/09/2023

22/06/2023

We are hiring for our IFA Administrator role

We are looking for a positive and motivated individual to Jjoin our growing team as a IFA / Wealth Management Administrator.

Click on the link below for more information.

https://martindodd.clickfunnels.com/apply-here59682476

07/12/2022

I am up in northern Norway sailing for a few days, however I am still thinking about how I can help people make better plans for their future

Unfortunately financial independence eludes many people. But why?

Around 80% of the population struggle to achieve financial independence and in the current economic climate this may prove even harder.

Whatever path you take, it’s important to stick to a few rules.

Here are my personal rules

✅ Know what you have saved so far

✅ Pay yourself first - invest every month

✅ Work out your income needs in the future

✅ Decide you will stop working

✅ Work out what will get you to your goal

✅ Continue to review your plans

Create your success Retirement Road Map

Start today

22/03/2022

🙋‍♂️ ATTN: Business Owners …

Are you concerned about your plans for retirement?

And want to retire worry free … Use this guide

“How Business Owners Can Retire Worry-Free Using This 3-Step Process” 👇

Get your free copy right now! (Click the link below)

Get a free guide on EXACTLY How Business Owners Can Retire Worry Free Using This 3 Step Process

19/03/2022

Independent Financial Advisors in Wolverhampton providing investment and retirement planning advice to business owners and private individuals

24/12/2021

What will you do if the stock market crashes?

Check out my blog here >>

https://miafinancialadvice.co.uk/crash-trauma-is-a-real.../

Independent Financial Advisors in Wolverhampton providing investment and retirement planning advice to business owners and private individuals

18/10/2021

Our client meeting room has had a World Atlas since we started out.

Its our 'DreamMaker' wall.

We've had many conversations about travel and where to go when our clients have achieved financial freedom -