Midvale Financial Services Ltd

About Us

With experience stretching back to 1989, we offer a highly professional, comprehensive and above all personal service, catering for a wide variety of clients' needs in respect of all aspects of financial planning, both personal and corporate.

Based in the historic and conveniently centrally-located town of Pershore, Worcestershire, we pride ourselves on building valuable long-term relationships with clients which we seek to achieve by providing a level of personal attention that is far in excess of that often experienced in the 21st Century - we do not employ "Customer Service Representatives" that have no idea who a client is when they call.

How we work

We offer a choice of fee-based or commission-based remuneration methods (or even a combination of the two), but an initial consultation will ALWAYS be offered without charge or obligation. We will also always be pleased to visit clients outside our office premises, if preferred.

What we offer

We combine the use of the latest technology (which is essential in the rapidly-changing world of Financial Services) with the service philosophy referred to above to stand out from our competitors - please test that claim ! We offer help and advice in the following areas:-

Pensions

Pensions are, of course, designed to enable you to save sufficient money during your working life to provide an income stream for to live comfortably after you have retired.

Protection

Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property. 

Mortgages

Mortgages are one of the largest single transactions in most people’s lives. Buying a property can be a stressful and time consuming experience, although nowadays the financing of a mortgage is a case of finding and selecting the most suitable mortgage, rather than simply accepting a lender’s offer.

Your Options At Retirement

The purpose of your pension is to provide you with an income in retirement. Benefits can usually be taken any time from age 55 but employer related schemes may stipulate a different age.

Commonly, up to 25% of your accumulated fund can be taken as a tax-free lump sum, and the balance should be used to provide income either by a scheme paying a scheme pension directly from the scheme, purchasing an annuity on the open market option (OMO) or via one of the available alternatives such as Drawdown or Phased Retirement.

We will be able to provide more details and make a recommendation based on your own circumstances.

Contact us

Address: Suite 2 Royal Arcade, Broad Street, Pershore, Worcestershire, WR10 1AG.

Telephone: 01386 555262

Website : http://www.midvalefs.co.uk

Midvale Financial Services Ltd is Authorised and Regulated by the Financial Conduct Authority. FCA Number 207503.
Registered in England & Wales, Company Number 04303511. Registered Office address: Suite 2 Royal Arcade, Broad Street, Pershore, Worcestershire , WR10 1AG. Trading address: As per our registered office address.