Middlemiss & Associates Financial Advisers - You and Us
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You & Us

Working with you to understand and explore your financial goals

Whatever your situation you’ll find us approachable, helpful and easy to talk to

If you are financially astute, that’s great, we can pick things up from right where you’re at. But if you find financial implications daunting please don’t be put off. Our initial consultation is there to help everyone we talk to, there’s no charge for this and no other commitments. We can answer your questions, explain about financial ‘stuff’ and hopefully show you a way ahead that works for you.

Our services are built around comprehensive financial planning and sound investment principles. We’ll work with you to understand and explore your goals and objectives, which will help us to tailor a financial strategy specific to your needs. Your financial planning process is broken down into a series of steps, which are focused on ensuring your life aspirations and the investment of your money are carefully aligned.

In discussion with you, we will complete a detailed review of your current position and arrangements, we will provide you with specific recommendations and explain the benefits and risks associated with the approach we have suggested.

We will keep you involved at all stages and continue our discussions with you, including taking your feedback and input until you are completely satisfied with our recommendations. From there we will help you complete all relevant paperwork and make sure you fully understand everything before finally putting your financial plan in place.

And that’s just the start. Our relationships with some of our clients date back as far as 25 years. That’s why as your needs and circumstances change over time, and with the ever-changing state of the financial world, we’re always on hand to review and provide any ongoing financial planning and support that you choose.

The Process We Follow

  • Step 1

    Get The Picture...

    The more we understand about you, your personal situation, your aspirations, your concerns and your life values, the better the advice we are able to provide.

  • Step 2

    So Far So Good...

    Wherever you are in life you will most likely already have an existing financial situation. We will gather all this together, as well as establishing a profile on your attitudes to risk, and then assess and analyse your current situation.

  • Step 3

    Where now? Where next?…

    We’ll provide a clear report of your current situation, how you got there, how it would most likely progress as things stand and our recommendations for you going forward. Through discussion with you we will then shape and agree the information into the - ‘what works for you’ - plan outline.

  • Step 4

    Getting Into Shape…

    With everything we have discussed taken into consideration, we will then prepare and provide a personal report and our recommendations for your financial plan. This will include setting out different strategies which can be used to get you to where you want to be. We will discuss, answer any questions, help with advice and then leave this with you for you to review in your own time.

  • Step 5

    Let’s Go…

    Once you are 100% satisfied with our recommendations and the proposed plan we’ll get everything in place, help and assist with any paperwork and press ahead with the implementation of your plan.

  • Step 6

    Eye On The Ball…

    Your own life and the world is ever changing, so depending on how you choose to work with us we can be there on an ongoing basis to assess your strategy, implement any changes or next steps and keep your Financial Plan on track.

Middlemiss & Associates is an appointed representative of Openwork Ltd.

Middlemiss and Associates Consultancy is a trade name of Andrew Middlemiss who is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct authority.

What our clients say

Contact us today for an initial consultation about your finances at our expense