If you are financially astute, that’s great, we can pick things up from right where you’re at. But if you find financial implications daunting please don’t be put off. Our initial consultation is there to help everyone we talk to, there’s no charge for this and no other commitments. We can answer your questions, explain about financial ‘stuff’ and hopefully show you a way ahead that works for you.
Our services are built around comprehensive financial planning and sound investment principles. We’ll work with you to understand and explore your goals and objectives, which will help us to tailor a financial strategy specific to your needs. Your financial planning process is broken down into a series of steps, which are focused on ensuring your life aspirations and the investment of your money are carefully aligned.
In discussion with you, we will complete a detailed review of your current position and arrangements, we will provide you with specific recommendations and explain the benefits and risks associated with the approach we have suggested.
We will keep you involved at all stages and continue our discussions with you, including taking your feedback and input until you are completely satisfied with our recommendations. From there we will help you complete all relevant paperwork and make sure you fully understand everything before finally putting your financial plan in place.
And that’s just the start. Our relationships with some of our clients date back as far as 25 years. That’s why as your needs and circumstances change over time, and with the ever-changing state of the financial world, we’re always on hand to review and provide any ongoing financial planning and support that you choose.
Middlemiss and Associates Consultancy is a trade name of Andrew Middlemiss who is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct authority.
Their advice has always been excellent and they always maintain the highest levels of knowledge and integrity.
We trust the team to help us make the best financial decisions based on our family, business and retirement planning needs. I would have no hesitation in recommending the firm to friends and colleagues.