Call Us: 07493 351 481
Call Us: 07493 351 481
Our Holistic Services
MiWorld Wealth Management is a trusted and recommended wealth management firm based in Lichfield. We offer our clients bespoke and impartial advice with their needs and objectives at the centre of our financial plan. Advice is given from our office in Lichfield, online via a Teams call, or in your own home at a time to suit you.
Book your meeting with an FCA-regulated, expert wealth manager today.
MiWorld Wealth Management Limited is authorised and regulated by the Financial Conduct Authority, Financial Services Register No. 912818
We offer specialist advice on:
Retirement Planning
Know when you can retire and what retirement could look like.
We help you understand when you can afford to stop working, the income you can sustainably take and how to make your wealth work throughout retirement.
Estate Planning
Make sure your wealth goes where you want it to.
We help you bring your financial affairs together with your wider estate planning objectives, working alongside your solicitor and other professional advisers where appropriate.
Inheritance Tax Planning
Keep more of your wealth within the family.
We help you understand your potential inheritance tax exposure and explore appropriate strategies to reduce it, while balancing tax planning with access to your wealth, flexibility and your wider family needs.
Investment Planning
Invest with purpose, not with guesswork.
A carefully structured investment strategy built around your objectives, attitude to risk, time horizon and wider financial plan, giving you a clear reason behind every investment decision.
Cash Flow Planning
See your financial future before you make the decision.
Using detailed cash-flow modelling, we can show you how different choices could affect your future, from retiring earlier to buying a property, gifting wealth or changing your spending.
Financial Protection
Protect what matters when life doesn't go to plan.
From life cover and critical illness protection to income protection and family protection, we make sure the people and lifestyle that matter to you are properly considered.
Business Owner Planning
Your business is part of your wealth. Plan it that way.
For business owners, personal and business finances are often closely connected. We help you plan around business growth, remuneration, pensions, protection, investment and your eventual exit.
Financial Wellness
Because financial wellbeing isn't just about numbers.
Money can create pressure, uncertainty and difficult conversations. Our approach looks beyond the numbers, helping you gain greater confidence around your financial decisions.
Why We Stand Out
- 24+ Years of Financial Planning Experience: Our lead Financial Planner has been supporting families since 2001.
- 100+ Families Currently Supported: We provide solutions to wide range of families that want to improve their financial future. We have most likely worked with families in a similar situation to yours.
- £32,000,000+ In Financial Assets Managed: To enhance your retirement we also provide FCA Regulated Financial Planning solutions, tailored to your needs and objectives.
- Clarity & Confidence: We aim to provide answers to retirement questions you have, so you can live a fulfilling retirement!
Meet The Team
Financial Planning Experts Who Care About You
Ajay K Mahan
Founder & CEO
Karamdeep Singh Rai DipPFS Cert CII (MP)
Independent Financial Planner
Gail Cooke
Executive Assistant
Michelle Whitmarsh
Client Relations Manager
Isabelle Crookes
Junior Financial Controller
Nga Tran
Finance Team
Lee Perry
Paraplanner
Katherine Foster
Administrator
Nina Senghera
Administrator
Client Testimonials
"You and your team are the solution to all our financial worries… we seek your advice on all financial issues a strong trust has been built up within a short span of time. Thanks for being there for us"
Anita G, 67
"You took time to find out what Jean and I wanted in life and you then sought to find ways that you could help us achieve our goals... You are a good listener. Whilst I obviously don’t have your knowledge of finance you are always prepared to listen to my point of view and take it on board."
Ray J, 83
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"I would say that from the time we first met until now I feel as though you are a very genuine, helpful and honest person. You are able to present complex information in an understandable way without making me feel out of my depth. "
Myles H, 35
On a more personal note, one of the qualities I’ve always admired about you is your emotional maturity. There’s a calmness and warmth in your presence that puts everyone at ease. Whether we’re tackling a tough problem or just having a conversation, you have this ability to make people feel heard and supported. It’s a gift that few people possess, and it really makes a difference to those around you.
Harj D, 45
"You do things for everyone's benefit and not just your own. You are very much a people person and have built up a large network of business contacts and friends who can be relied on to identify and pursue opportunities and to help anyone in need..."
Chris H, 65
What are you waiting for?
In your free consultation, you can see how we can calculate your retirement age.
© Copyright 2026 Retire Without Regret - All rights reserved.
karamdeep@miworldservices.co.uk
07493 351 481
Wall House, Green Lane, Wall, Lichfield, Staffordshire, WS14 0AS
MiWorld Wealth Management Limited is authorised and regulated by the Financial Conduct Authority, Financial Services Register No. 912818. Registered in England and Wales Company Number 11998595