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Specialist advice
In addition to our experience in dealing with the complete range of financial services for individuals, partnerships and companies, in recent years we have developed particular expertise in the following areas:
Computer Consultants
The growing market for specialised computing skills has given rise to a growing trend for Computer Professionals to establish their own consulting businesses. We have considerable experience in advising such clients how to maximise the financial planning opportunities arising. We can assist with pensions and benefit planning and understand the business structures commonly used and can advise on the various ramifications of salary versus dividends, self-employed versus limited company, etc.. as applied to both pension and protection issues
Biotechnology Companies
Our experience in this highly specialised sector enables us to tailor the design of pension and benefit packages specifically for our client companies. We recognise the financial constraints brought about the nature of Research & Development lead companies and the special importance of key individuals in this environment.
Solicitors’ and Accountants’ Practices
Apart from working with other professionals, we also act as advisers for a number of Legal and Accounting firms. We are able to arrange protection for both individuals and partnerships, sometimes with the savings associated with group rates. We also provide advice on pension planning for both partners and practice staff.
Due to the nature of financial planning, there is often the need for clients to expand on our services and include those provided by solicitors and accountants. Where this is appropriate, and with the prior approval of our clients, we work in conjunction with existing solicitors and accountants or are happy to recommend them where a client does not currently have one. Visit our Links page for further information.
Landed Estates
We understand the special nature of the employer/employee relationships associated with Landed Estates. Our plans can help address some of these complex issues. Properly constructed solutions which benefit all parties are our speciality.
Employee Benefits
Our aim is always to understand the needs of all our clients and devise particular solutions to particular problems. We aim to construct a package of flexible benefits to suit both the employer's spending requirements and the lifestyle of their employees. We can assist in marketing and promotion of benefits to employees, using a variety of media, including company websites, ensuring the employer obtains maximum benefit from the package of benefits provided. Our considerable expertise will be at your service when you contact MDM Associates Ltd.
Holistic Financial Planning
Our latest service is only available on a fee basis. Do you need help in setting achievable financial goals? Do you want to set up a Financial Action Plan which will help you achieve these goals and reach financial independence? Our Financial profiling system is a working, reviewable action plan which helps you to face the future with certainty and gives you a guide which you can reference on a regular basis. It sets reviewable and achievable goals and when reviewed on an annual basis will provide a blueprint to help you achieve financial independence. Please contact us to arrange a meeting or view a sample report.
Pension Performance Review
At MDM Associates we recognise that the building of funds to be used in retirement can be a rocky road and that people accumulate a number of pension arrangements throughout their working lives, many of which they lose track of.
We have recently launched our Pension Performance Review service utilising the latest technology to carry out reviews of existing pension arrrangements and to provide advice to clients for the best way forward.
The review covers existing arrangements combined with an analysis of client attitude to risk, providing a comprehensive report to show where the client is now and how their planning can be improved for the future.
Please contact Lisanne Mealing if you are interested in this service
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