Business Details
25 Years
experience
Trusted Financial Advisers in Telford
Established in 2001, Midland Financial Advisers is a local firm of Independent Financial Advisers based in Oakengates, Telford. Our team of six qualified advisers brings over 100 years of combined experience in the financial services industry, specialising in Investments, Pensions, Equity Release, and Mortgages. We serve clients across the UK and Europe from offices in Telford, Shrewsbury, Birmingham, and other regional locations. Our commitment to clear, straightforward advice is supported by access to the latest technology and impartial research tools. We prioritise long-term client relationships, tailoring solutions to meet evolving financial needs at every life stage. Our directors, Peter Maguire and Chris Chattaway, founded the firm with a client-centric ethos that remains central to our operations.We hold authorisation from the Financial Conduct Authority and maintain rigorous compliance with UK regulatory standards. Our team includes specialists in protection, retirement planning, and equity release, ensuring comprehensive coverage of financial advisory needs. We pride ourselves on demystifying complex financial products and delivering jargon-free guidance. With a strong reputation built on personal recommendations and professional integrity, we continue to grow while maintaining our founding principles of transparency and client care.
Services
Protection
Mortgages
Pensions
Investments
Equity Release
Details
- Year established: 2001
Highlights and features
- We have six qualified Independent Financial Advisers with over 100 years of combined industry experience.
- Our specialists provide expert guidance in Equity Release, Pensions, Investments, and Mortgages.
- We utilise advanced technology to ensure up-to-date, impartial financial advice.
- Our client-centric approach builds long-term relationships across the UK and Europe.
- We are authorised and regulated by the Financial Conduct Authority.
Associations and certifications
- Financial Conduct Authority
Services
Protection
We provide comprehensive protection advice covering life assurance, critical illness, and income protection policies. Our specialists tailor coverage to individual needs, ensuring financial security for families and businesses. With expertise in mortgage-related protection, we help clients safeguard their investments against unforeseen circumstances.
Mortgages
Our mortgage advisory service covers residential, buy-to-let, and specialist property financing solutions. We offer access to a wide range of lenders and products, including first-time buyer schemes and remortgaging options. Our advisers help clients navigate complex mortgage markets with clear, jargon-free guidance.
Pensions
We specialise in pension planning, including workplace pensions, personal pensions, and self-invested personal pensions (SIPPs). Our advisers help clients consolidate existing pensions, plan retirement income strategies, and navigate complex tax regulations. We provide ongoing reviews to ensure retirement plans remain aligned with changing circumstances.
Investments
Our investment advisory service covers portfolio management, risk profiling, and asset allocation strategies. We offer access to diverse investment products, including ISAs, unit trusts, and equity-based solutions. With expertise in both growth and income-focused portfolios, we help clients achieve long-term financial objectives through tailored investment strategies.
Equity Release
We provide specialist advice on equity release schemes, including lifetime mortgages and home reversion plans. Our advisers help clients access tax-free cash from property equity while maintaining residency rights. We ensure clients understand the implications of releasing equity on inheritance and means-tested benefits.
People
Peter Maguire
Company Director
With over 30 years' experience, Peter specialises in Equity Release and retirement market solutions. He co-founded Midland Financial Advisers, maintaining its client-focused ethos while developing specialist advisory services across the UK.
Chris Chattaway
Company Director
A director with extensive insurance industry experience, Chris specialises in retirement planning and investment strategies. He established Midland Financial Advisers with a commitment to long-term client relationships and evolving financial needs management.
Mike Pearce
Financial Adviser
With over 30 years in financial services, Mike provides comprehensive advice across all areas, focusing on Welsh Borders communities. His expertise in equity release and client-centric approach ensures tailored financial solutions through personal recommendations.
Graham Dudfield
Financial Adviser
A founding team member with 30+ years' experience, Graham advises on pensions, investments, and mortgages. He combines professional expertise with accessible communication, simplifying complex financial products for clients' long-term benefit.
Helena Cartwright
Financial Adviser
Joining in 2023, Helena brings London-based global investment experience. She specialises in clear, jargon-free financial solutions, prioritising client needs in retirement planning and investment strategies while maintaining a client-first service approach.
Questions
What financial services do you specialise in?
We specialise in Protection, Mortgages, Pensions, Investments, and Equity Release, providing comprehensive advisory services tailored to individual client needs across the UK.
Which areas do you serve?
While based in Telford, we advise clients nationwide across the UK and Europe from regional offices in Shrewsbury, Birmingham, and other West Midlands locations.
How experienced is your team?
Our six qualified advisers hold over 100 years of combined experience, with specialist expertise in retirement planning, equity release, and investment management since our establishment in 2001.
How are complaints handled?
We resolve complaints promptly through direct communication. If unresolved, you may contact the Financial Ombudsman Service using details provided in our complaints policy.
