Welcome to Midas Fides Financial Planners in Beaconsfield, Home Counties & London

Chartered Wealth Manager, Chartered Financial Planner, CERTIFIED FINANCIAL PLANNER TM

 












                     
                  


                     Financial Planning and Investments

Accredited Financial Planning Firm TM


 
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Perhaps you don’t need me.

Perhaps you don't like being allowed to keep most of what you earn.

Perhaps you like the fact that when you die, about half of what you saved will be given to complete strangers who didn’t save it.

Perhaps you know the date of your death – it’s the day after Inheritance Tax is abolished.

Perhaps you are saving enough to ensure that you can retire when you want, and afford to do everything you’d like to.

Perhaps you think that, in any case, the Welfare State and the State Pension represent an unlimited source of free money which will always keep you in the style to which you are accustomed, at everyone else's expense, with the agreement of all of the electorate.

Perhaps your investment and pensions portfolios already have the very best fund managers drawn from the whole marketplace.

Perhaps you can see all of your investments summarised on one page, updated daily, online.

Perhaps you know and control all of the charges in your investment and pensions portfolio.

Perhaps you know and understand your risk tolerance, and your investment portfolio achieves the best possible return for your risk tolerance.

Perhaps premature death, illness or disability would have no impact on your financial affairs.

Perhaps you have no debts.

Perhaps you are immune to changes in interest rates.

Perhaps Long Term Care costs in old age would not be a problem for you.

Perhaps you know more about taxation, pensions, estate planning, insurance and investment than all the experts in their field.

Perhaps you don’t need me.

Or perhaps you do . . .

 
 

David Gunnersen MSc AFPC APFS CFP CM

01494 715 600
07734 207403
davidgunnersen@midasfides.co.uk

Chartered Financial Planner
CERTIFIED FINANCIAL PLANNER CM
Principal – Midas Fides

 

    The Ethics Mark
 




                   
 
              

Midas Fides is directly authorised and regulated by the Financial Conduct Authority. Reference 402408.
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