Midland Financial Planning Ltd

Midland Financial Planning Ltd

17 Reviews
  • Friday9 am–5 pm
  • SaturdayClosed
  • SundayClosed
  • Monday9 am–8 pm
  • Tuesday9 am–8 pm
  • Wednesday9 am–8 pm
  • Thursday9 am–8 pm
Midland Financial Planning Ltd

About the Business

Midland Financial Planning Ltd | Financial Adviser | Warwickshire | We take away the frustrations of financial planning. From our approachable, friendly team of professional advisers, we offer both personal attention and over 50 years combine experience to meet all...

Contacts

Hours

  • Friday9 am–5 pm
  • SaturdayClosed
  • SundayClosed
  • Monday9 am–8 pm
  • Tuesday9 am–8 pm
  • Wednesday9 am–8 pm
  • Thursday9 am–8 pm

Features

  • Toilets
  • 24-hour public transport available

Recommended Reviews

Rosie Ward
19.03.2024
Midland Financial Planning Ltd
David was really helpful throughout the entire process of securing a mortgage for us. He was easy to talk to and always available to answer any questions.He is a pleasure to work with, we tried many mortgage advisors but David found us our best rate.Thanks again!
Alex Jewitt
18.03.2024
Midland Financial Planning Ltd
Working with Lesley from Midland Financial Planning was an absolute pleasure. Their expertise and dedication helped us secure a mortgage for our dream home (at a competitive interest rate).What is normally an incredibly stressful time, Lesley's prompt and thorough communication made the process stress-free.Thank you again.
Will Morgan
25.02.2024
Midland Financial Planning Ltd
Great help from David at midland financial planning, would definitely recommend!
Halina Dominska
31.12.2023
Midland Financial Planning Ltd
Dave makes financial planning straight forward. As a couple financial planning has been something we have avoided up until now. We were recommended to speak to Dave during a house sale. He is an extremely knowledgeable, experienced and perceptive professional, he made the whole process as straight forward and simple as could be. Dave understood us and our situation and has been able to resolve a borrowing scenario that I couldn’t. I had spent a few days in total speaking with lenders prior to meeting Dave, to increase the maximum lending we could take,with little success. Dave analysed the situation and noticed an issue with how the business was set up. The result was an ability to lend a lot more than we thought was possible. Even though I have some past experience of mortgages, we will always use Dave based on the fantastic results he got. He also has a great knowledge of business and tax efficiency and has worked out packages written against the business and is currently reviewing our pensions. Dave made the whole process enjoyable, prior to meeting him I would not of said would be possible. Dave is a genuinely ‘nice guy’ which I imagine can be rare in financial services.
Alana Campbell
30.12.2023
Midland Financial Planning Ltd
David is extremely knowledgeable and was fantastic at advising me as a first time buyer. He was, and still is, extremely responsive and reassuring and I couldn’t recommend him more. He has since helped friends and family and we have all had a great experience.
Veronique Pottier
22.12.2023
Midland Financial Planning Ltd
I can't thank Dave at Midland Financial Planning enough for his committed dedication to securing my mortgage for me. He was with me from start to finish, always available, and despite my difficult financial circumstances managed to secure the deal. He's a true professional, knows his stuff and really cares about his customers. A star +++. Thank you again!
John Ellis
21.12.2023
Midland Financial Planning Ltd
Having relatively recently started using Midland Financial Planning Ltd, I have been nothing but impressed with their speed in replying to questions, their response times, attention to detail, the degree of support and advice that they can draw on and their honest desire to do what is right for me, my partner, and my relatives not only for now but more importantly in the future. Great people to work with.
Cathy Lawson
21.12.2023
Midland Financial Planning Ltd
David and Lesley have looked after and managed my finances for years and are always knowledgeable, providing excellent advice so that I get the maximum return from my investments.

Add Review

Map

Midland Financial Planning Ltd