Midwinter Financial Planning Ltd - Colchester

Midwinter Financial Planning Ltd is a financial planning firm located in Colchester, United Kingdom. The company's address is The North Colchester Business Centre, 340 The Crescent, Highwoods, Colchester CO4 9AD, United Kingdom. You can easily find them through their phone number, 7950835523, or through their website, midwinterfinancialplanning.co.uk.

Midwinter Financial Planning Ltd specializes in providing financial planning services. Their team of experts is dedicated to helping clients achieve their financial goals by providing them with personalized advice and solutions. They offer a wide range of services including retirement planning, investment advice, tax planning, and estate planning.

One of the strengths of Midwinter Financial Planning Ltd is their commitment to accessibility. Their office has a wheelchair accessible parking lot and restroom, making it easy for everyone to visit them. They also have a restroom available for their clients' convenience.

Midwinter Financial Planning Ltd has received numerous positive reviews from their clients. In fact, they have a total of 28 reviews on Google My Business, with an average rating of 5/5. This is a testament to the high-quality services they provide and the level of satisfaction their clients have experienced.

Reviews of Midwinter Financial Planning Ltd

Åsa Gregers-Warg

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.

Jo Crick

5/5

Daniel helped us with advice about pensions and planning for retirement. Good easy to understand information which was really helpful. Would definitely recommend.

Peter Morris

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.

Marion Knott

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

Elizabeth Garwood

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 Butler

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.

maggi gallo

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.

Derek Scott

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.