Maxim Wealth Management Limited

Maxim Wealth Management Limited with offices in Glasgow and London is about helping real people plan to achieve the financial goals that matter most to them.

We specialise in Occupational Pension Transfer Advice.

Investment advice for new investors wishing to create an investment portfolio or existing investors looking to restructure their investment portfolio.

Pension Advice for those saving for retirement and Pensions Retirement Advice for individuals aged 55 plus who would like to access their Occupational Company Scheme, Personal Pensions, Final Salary Schemes, Company Pensions and Private Pension Schemes. By setting up Flexi-access Drawdown to take advantage of the new pension freedom rules.

Equity Release Advice for those aged 55 plus who's pension and savings may not be enough to fund the lifestyle they dream of in retirement. Releasing equity from your home allows you to make the most of that asset, without having to sell it. A Lifetime Mortgage is a type of equity release product that allows you to borrow an agreed percentage of the value of your property either as a tax-free lump sum, or a series of smaller amounts, the interest charged is rolled up and compound interest is charged to the original loan.

Transferring Occupational Defined Benefit Pension Schemes and Personal Pension Schemes to provide more flexibility in retirement.

Before transferring your Pension Scheme we carry out a full analysis of your circumstances and the benefits provided by your current scheme. Explain the advantages and disadvantages in moving your fund to a flexible pension, what guaranteed benefits, if any, that may be lost on transfer to take control of your pension funds.

You will be asked to complete a risk questionnaire to determine the investment risk you are prepared to take.

We provide our services at a fair and competitive cost.