Midland Financial Solutions

Midland Financial Solutions Ltd is a distinguished provider of Independent Financial Advice to individuals, business owners, and clients of professional firms, such as solicitors and accountants. Our company, established in Derby, takes pride in being the first local firm to attain the prestigious "Chartered Financial Planners" status in June 2011. This esteemed recognition signifies our unwavering commitment to ethical values, knowledgeable advice, and rigorous qualifications, of which less than 10% of firms have achieved.

Our clients' interests are at the heart of our operations, and our reputation for exceptional customer service and extensive expertise is unparalleled. We are proud to be among the 6% of UK financial advisor firms holding the coveted 'Chartered Financial Planners' accreditation - the highest professional qualification in our industry. By choosing Midland Financial Solutions, you will receive a tailored, personalised financial plan, not an off-the-shelf package, and the assurance of regular reviews, ensuring that your financial planning strategy remains responsive to changes in your financial circumstances or goals.

As an independent firm, we have the advantage of sourcing investments and pension plans from the entire market, as we are not tied to any specific products or providers. This allows us to maintain a steadfast commitment to providing the most up-to-date, independent expert advice to all of our clients.

Our Process

At Midland Financial Solutions, we prioritise delivering the most current, independent expert advice from the outset. When you engage with us, you can expect a thorough and personalised experience.

• Initial Meeting: This is an opportunity for us to get to know you and understand your financial aspirations. We will discuss your current financial situation, your goals, and any concerns you may have. There is no obligation or cost associated with this meeting.
• Fact-Finding: Should you decide to proceed, we will gather detailed information about your financial circumstances. This will enable us to provide accurate and bespoke advice tailored to your needs.
• Research and Analysis: Using the information provided, we will conduct thorough research and analysis to identify the best financial products and strategies for you.
• Presentation of Advice: We will present our recommendations in a clear and concise manner, explaining the rationale behind our advice and outlining the steps you need to take to implement it.
• Implementation: Once you are satisfied with our advice, we will help you put your financial plan into action.
• Ongoing Review and Support: We will regularly review your financial strategy to ensure it remains aligned with your changing circumstances and goals.

Meet Our Core Team

• Kevin Slack, Managing Director & Corporate Finance: As our Managing Director since our launch in February 2009, Kevin is also a Director of a number of private companies and Managing Partner of Mabe Allen LLP Chartered Accountants, a practice he has been with for over 40 years. Kevin advises many family businesses on a range of commercial issues, including acquisitions, strategic planning, and succession planning. A member of the Institute of Directors and a Governor of Derby College, Kevin is a member of the Audit, Corporate Finance and Tax Faculty of the Institute of Chartered Accountants in England and Wales. In his leisure time, Kevin enjoys sport, theatre, music, and travel, and he is a proud father of two sons.
• Kevin Edwards, Operations Director & Chartered Financial Planner: With a wealth of experience in the financial services industry, Kevin specialises in providing expert advice on retirement planning, investment planning, and inheritance tax planning. As a Chartered Financial Planner and a Fellow of the Personal Finance Society, Kevin is committed to the highest professional standards and ongoing professional development. Kevin is an avid golfer and enjoys spending time with his family and friends.