Midwinter Financial Planning Ltd

Daniel has been advising me for a few years now and to use him is definitely a very good decision. I retired in 2020 and approached Daniel prior to this as I needed sound pension advice. What I love about Daniel is that he explains things very simply and takes the headache out of what decisions I need to make. If I was trying to work it all out by myself I would be going around in circles forever and a day and sweating over everything. Daniel takes the worry away which allows me to enjoy my retirement. He is approachable and very efficient. I highly recommend him. Thanks Daniel

I contacted Midwinter Financial Planning 4 years ago to help me with my personal pension. Daniel Midwinter helped me to understand and make the most of my available pensions. Not least when the pandemic hit and I was made redundant after working for 48 years and could no longer make any further contributions.I would definitely recommend Daniel and his company, he gave me trusted advice and I felt I could call him with any questions at anytime. I was lucky to find him when I needed to plan for my retirement.

After researching we engaged Midwinter Financial Planning for a thorough pension review.We were furnished with a comprehensive and detailed report to assist us with the future and retirement planning.We are very pleased with the sound, balanced financial advice offered and would have no hesitation recommending Daniel to others.

Needing some support and advice with regards to planning my retirement, I contacted Midwinter Financial Planning on the recommendation of a colleague.Extremely pleased with the service, thorough and very professional, my options were explained clearly and concisely. Communication was prompt and helpful. Cannot recommend highly enough.

Approaching retirement I sought advice regarding my pension options. Daniel was able to illustrate these in layman's terms, making the decision making process quite straight forward.Daniel, unfortunately, cannot control the world markets, but is always at the end of the telephone or email, to answer any questions or concerns we may have. This brings peace of mind that we are leveraging our investments as we would wish.Whilst, clearly, Daniel is offering a professional service, our relationship feels closer than that, his annual visits to our home in Norfolk, having the feel of a social catch-up rather than a financial one. Would not hesitate to recommend Daniel to others in our situation.

I was considering retirement so needed professional advice about pensions before making decisions about how to proceed. I had initial meetings with three different financial advisers, one of which was Midwinter Financial Planning. It was clear from this first meeting that Daniel had a clear grasp of what I wanted to achieve, and was able to explain things clearly to me. He had done a great deal of work before we even met by asking for some basic information prior to meeting. Since then we have had a few more meetings at which Daniel presented his detailed report on my options going forward. I am pleased to say that I decided to follow the findings of his report. I would have no hesitation to recommend Midwinter Financial Planning to anyone requiring the services of a professional and responsive Financial Adviser.

Daniel was initially instructed to set up a private pension for myself however subsequently following numerous years of exceptional service my wife has now set up a private pension for Daniel to oversee. Danial is a professional individual with a comprehensive knowledge in all areas of pensions and investments. Daniel has the can do attitude and with whatever we have thrown at him nothing has been too much trouble. We looking forward to working with Daniel for many years to come.

I found Daniel to be very professional and helpful working though my somewhat troublesome personal pension claim. He kept me up to date at all stages throughout the process and I would highly recommend him.

I knew passing 55 I needed a plan to retirement. Dan has come up with a tax efficient plan that my previous advisor didn't ever mention to me. He also explains the strategies in a way that makes sense. You just want to know you are doing the right thing. It does feel like it's something I worry much less about now. Most impressed in my first year, and have already recommended him to others.

I approached Midwinter Financial Planning with a plan to release some funds for my daughters house purchase from my savings and pension funds. Daniel was easy to talk to and was quick to understand my situation. After considering my case, Daniel explained that my plans were well founded and there was no need for me to become a client and enter into a service agreement.I was pleasantly surprised and very grateful for the honesty and integrity Daniel had shown. I am not particularly financially astute and could quite easily have been persuaded into a business relationship. But Daniel spoke in a simple, friendly manner, he did not try to baffle me with financial jargon, and there was no attempt to coerce, bully or frighten me into paying for advice that I did not need.I have approached large financial organisations before and found the advisors treat you as an opportunity to extricate money from your hard earned savings whether you need help or not, just to increase their own quota.I felt that Midwinter Financial Planning was a small friendly business that treated me personally, with my own interests at heart. I will happily return to Midwinter Financial Planning the next time I need advice.