Midwinter Financial Planning Ltd

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.

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.

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 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.