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Plan, Protect, Provide - Your Financial Future, Our Expertise

Expert Financial Advisers in Worcestershire and the West Midlands

If you're searching for a reliable financial advisor or mortgage consultant in Kidderminster or the wider West Midlands region, look no further than Midas Financial Planning. Our team of professionals is dedicated to providing personalized, prompt, and efficient services, tailored to meet your unique financial needs. From the moment you walk through our doors until you secure your mortgage or complete your investment, we will be by your side, guiding you through every step of the process.

Our Services

At Midas Financial Planning, we offer a wide range of services designed to address your financial needs, including:

  • Mortgage Brokerage: We understand that securing the right mortgage can be a daunting experience. Our experienced mortgage brokers work closely with you to identify the most suitable mortgage options for your situation. From the initial consultation to managing the application process and liaising with solicitors until you receive the keys, we simplify and ease the mortgage process for you.
  • First-Time Buyers: Purchasing your first home is a significant milestone, and Midas Financial Planning can assist you in navigating the process with confidence. Our tailored advice assists you in finding the most viable mortgage option, making the journey towards your first home more manageable.
  • Buy-to-Let Mortgages: If you're seeking to invest in residential property, our experienced mortgage brokers can help you explore various Buy-to-Let mortgage options. This helps ensure your investment works hard for you by generating rental income and increasing in value over time.
  • Home Mover Mortgages: Whether you're looking to upsize, downsize, or relocate, our team will be there to support you during your move. We'll help identify the most suitable mortgage options to minimize any financial stress that comes with moving homes.
  • Remortgage Services: With access to competitive rates, both from high street lenders and specialist providers, Midas Financial Planning can source the best remortgage options for you. Our experts save you time and effort, and help you avoid hidden fees so you can make informed decisions about the future of your property investment.
  • Self-employed Mortgages: If you're self-employed, we recognize that obtaining a mortgage may come with unique challenges. Our professional mortgage brokers have extensive experience in working with self-employed applicants and can help you secure the right mortgage based on your demonstrated earnings.
  • Financial Advice Services: We offer unbiased financial advice on a wide range of areas at Midas Financial Planning, including pensions, savings, investments, and protection plans. We're committed to helping you make well-informed decisions that will positively impact your long-term financial security and prosperity.

Our Team: Dedicated Professionals at Your Service

Our team at Midas Financial Planning consists of experienced professionals whose expertise spans many years. Our financial planners bring a wealth of knowledge to the table for the benefit of our clients.

  • Marcus Price: As the Principal of Midas Financial Planning, Marcus has been a fixture in the financial services industry since 1994. In that time, he's acquired a wealth of experience and built a reliable network of providers, allowing him to best advise clients on their financial choices.
  • Charlie Connolly: With his background in administration and qualifications in mortgage and protection advice, Charlie has become a valuable team member and a specialist advisor in mortgage and protection areas.
  • Niall Whitehouse: As a Mortgage and Protection Advisor with Midas Financial Planning, Niall has added the diploma qualification to his repertoire. He has previous experience in mortgage advice and offers in-house mortgage assistance for Oulsnams in Stirchley.
  • Paul Hodson: With 28 years of experience in the financial industry, Paul has joined Midas Financial Planning as a Financial Consultant, bringing a wealth of knowledge from various roles in Building Society Branch Management and Independent Financial Advising.

Secure your financial future with Midas Financial Planning. Contact us today for a free, no-obligation discussion about how our team can provide tailored financial services and help you pave the way for a prosperous tomorrow.

Reviews (14)
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Positive: The customers have praised Midas Financial Planning for their professional and responsive service, expertise in providing financial planning services, and exceptional staff members.

Overall Experience

The customers of Midas Financial Planning have reported an overwhelmingly positive experience with the company. They have praised the team's professionalism, responsiveness, and expertise in providing financial planning services.

Communication

Communication has been highlighted as one of the key strengths of Midas Financial Planning. Customers have praised the team's timely responses, clear information, and first-class communication at every stage of the process.

Mortgage Services

Midas Financial Planning's mortgage services have received high praise from customers. The team has been credited with providing top-quality advice, searching for the best mortgage deals, and making the process seamless and stress-free.

Staff

Individual staff members, such as Ben, Charlie, Marcus, Sukh, and Dom, have been singled out for their exceptional service, knowledge, and approachability.

Recommendations

All customers have highly recommended Midas Financial Planning to others, with many stating they would use their services again in the future.