"Caring about You and Your Money"
tel: 01427 811777
Established in 2005, Midas Independent Financial Planning Ltd, a Gainsborough based Financial Advising business, operates predominantly in Lincolnshire and specialises in planning for investments, taxation and later life advice. Although based in Gainsborough the range of Financial Services we provide are also available in other key towns throughout the county and beyond. There are no office premises in these locations so home visits are arranged for your convenience.
The aim is to deliver a professional service, through face-to-face meetings with Steve Tait, who manages the business day-to-day. Steve has worked in the industry for more than 30 years and is a highly qualified independent financial adviser currently working towards Chartered Financial Planner status.
The firm was created at a time when Banks and Insurance Companies were intent upon selling investment products in order to meet their own targets rather than the needs of the client. This was driven by commission earnings which, in many cases went against good financial advice.
The ability to build a relationship with a specialist financial adviser was difficult with changes in both staff and restrictions to advice areas that they could provide. Client loyalty seemingly being lost in history as providers became ever larger.
Indeed the whole industry appeared to be following a trend and so the opportunity was taken to create a business which focused upon client needs not product sales.
Regular reviews from the same adviser ensure the client’s objectives are always the priority. This develops strong client relationships and continuity, promoting loyalty, trust and peace of mind.
Providing financial advice is my business and I recognise that success depends upon the results of individual recommendations I make to clients.
We would all like big returns from our investments with no risk and although this is not realistic, a financial performance which achieves, or even exceeds, your objectives is my aim. This will include balancing the risks against the returns and minimising your tax liabilities.
I am passionate about providing you with clear, comprehensive advice and a professional service.
Director who provides advice and manages the business. Steve has been in the industry for more than 30 Years. Highly qualified and currently working towards Chartered Financial Planner. Specialising in Investments, taxation and Later Life advice.
Helped create the company from the start and instrumental to how it has grown over the years. Director and Company Secretary providing accounting and financial management.
David has retired from advising clients directly, but has a vast experience in financial advice. He continues to act as a Director providing business support and strategic planning.