Midland Financial Planning
Financial Services • 
Rugby, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 9 Holcot Leys, Rugby, England CV22 5SJ, GB |
| Website | |
| NAICS | 52 |
| Keywords | Retirement Planning, Wealth Management, Investment Planning, Financial Life Planning, Wealth Protection, Business Investment And Protection |
| Founded | 1996 |
| Employees | 1-10 |
| Socials |
Key Contact at Midland Financial Planning
Lesley Charlton
Owner
About Midland Financial Planning
With extensive industry experience, Midland Financial Planning offers personalised and comprehensive advice to help you achieve your unique financial goals. We prioritise transparency, integrity, and ongoing professional development. Established in 1996, here at Midland Financial Planning, we provide expert financial advice to enable you (or your business) to make the most of your wealth and future. Based in Warwickshire, Directors Lesley and David have over 60 years’ experience collectively in this field and have a true passion for helping people. We specialise in: - Investment planning - Retirement planning - Protection planning - Corporate Services (Retirement planning, Business protection,) - Mortgages and Savings - Wealth management. Your home may be repossessed if you do not keep up repayments on your mortgage. Midlands Financial Planning Ltd is an Appointed Representative of St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/product SJP Approved 22/05/2024
Midland Financial Planning revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Midland Financial Planning has never raised funding before.
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