We can help you set up a new pension or advise on managing an existing scheme.
Whether you’re looking to save for a specific event, build a nest egg, or generate retirement income, our ‘pre’ and ‘at’ retirement propositions can help you achieve your goals.
We have many investment options available to us including a range of funds and portfolios provided and actively managed by Omnis Investments, accessed exclusively as part of The Openwork Partnership.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Watch our brief video explaining how your savings and investments form part of your financial plan
We have trusted Middlemiss and Associates with our finances for around 25 years and have always been delighted with the service the team provides.
Fiona Lane
Thanks Mhairi for all your help. You were invaluable in knowing which funders to approach, given I had recently become self-employed. By using you, I definitely saved myself a lot of time and effort.
Beverley Wood
Andrew remains the same unflappable fountain of knowledge who has provided expert, helpful advice to me and my family across a wide range of issues.
John McGinley - Sunderland