Midwinter Financial Planning Ltd - Colchester

Introducing Midwinter Financial Planning Ltd

Midwinter Financial Planning Ltd is a highly respected financial planning firm located at The North Colchester Business Centre, 340 The Crescent, Highwoods, Colchester CO4 9AD, United Kingdom. The company is dedicated to providing top-notch financial solutions and has earned a stellar reputation for its proficiency and customer-centric approach.

Key Services and Features

• Specialties: Financial planner
• Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom

The firm specializes in financial planning, assisting clients in various aspects of their financial lives. Their expertise spans across pensions, retirement planning, investments, and more. The company takes pride in its personalized approach, ensuring that each client receives tailored solutions based on their unique financial goals.

Accessibility and Convenience

Midwinter Financial Planning Ltd is committed to making their services accessible to all. They provide wheelchair accessible parking and restroom facilities, ensuring that clients with disabilities can easily access their offices.

Client Reviews and Testimonials

The company has garnered an impressive 28 reviews on Google My Business, with an overall 5/5 average rating. Clients consistently praise the firm for its excellent service, knowledgeable staff, and clear communication. One client shared their experience, stating that Daniel, a representative from the firm, provided honest and informative advice on pensions, leaving them well-equipped to make informed decisions for their future.

Another satisfied client remarked, "Midwinter Financial Planning took the time to explain my options in layman’s terms, making the process straightforward and easy to understand. Their dedication to client satisfaction is commendable."

Why Choose Midwinter Financial Planning Ltd

With their expertise, personalized approach, and exceptional customer service, Midwinter Financial Planning Ltd stands out in the financial planning industry. Their commitment to helping clients achieve their financial goals is evident in their glowing reviews and high satisfaction rates.

We highly recommend contacting Midwinter Financial Planning Ltd for all your financial planning needs. Visit their website to learn more about their services and how they can assist you in securing your financial future. Don't hesitate to reach out to them at 7786782274 or by email to discuss your unique financial situation and goals.

Take control of your financial well-being with the help of Midwinter Financial Planning Ltd – your trusted partner in achieving financial success.

👍 Reviews of Midwinter Financial Planning Ltd

Åsa G.

5/5

I contacted Midwinter Financial Planning to seek advice on pension. I found Daniel very personable and helpful. During our meeting he took the time to explain my options in layman’s terms and walked me through different scenarios, giving me what I felt was honest advice, leaving me much better informed to make decisions for my future retirement. I would definitely recommend.

maggi G.

5/5

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.

Peter M.

5/5

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.

Derek S.

5/5

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.

Marion K.

5/5

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

Ray M.

5/5

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.

Elizabeth G.

5/5

Daniel spent a morning with us, carefully he[ping to go through various pension and finance papers and explaining each so we could understand. For the first time we came away from the meeting with a clear vision of our financial future.

Richard B.

5/5

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.