Maxim Wealth Management Limited

Independent Financial Adviser Maxim, 1088 Shettleston Road, City of Glasgow, Lanarkshire, Glasgow, G32 7PH

First meeting at adviser's own cost

Response rating

10 /10

18th November 2019

Occupational Pension Transfer Specialist. We provide our services at a fair and competitive cost.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Mortgages
- Equity release
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group life insurance

Make an enquiry Request a call back 01413 769508 Recommend to a friend

Meet our advisers

Henry Gribben DipPFS

Occupational Pension Transfer Specialist

Qualifications & Accreditations Hide qualifications

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

J05 - Pension Income Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

J04 - Pension Funding Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

J01 - Personal Tax (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

R08 - Pensions Update Programme

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

AF7 - Pensions transfers (CII)

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

What our clients say

I initially contacted Maxim in 2003 for pension and investment advice. Since then I can honestly say that I have been very satisfied with the service and attention I have received from you. Nothing is too much trouble and I would have no hesitation in recommending you and your company to my friends and family.

Averall, Glasgow

first met the guys at Maxim when my financial adviser retired and he passed my business on to them with my permission ,and what a great move that was ,on taking over my business Maxim reviewed my insurance policies and my pension ,then gave me sound advice on how to better myself financially for the future,they arranged Equity release for me at a great rate and also helped with my pension advice,Maxim work with honesty and integrity ,they have indepth knowledge of their products .They can be called anytime and they always deal with your enquiry immediately apart from the business the partners and staff are very nice people always approachable and always deliver a great service Thank You Maxim from Jimmy McGarvey

Jimmy, Glasgow

Our Advisor was very helpful, I was very nervous, mainly because I don't understand the financial set up, our Advisor immediately put us at ease, using terms that we understood perfectly, and got us the result we were looking and at the best rate possible to suit our needs. I have recommended some friends & family to the company, which, have taken the advice and service on offered. I would recommend 'Maxim Wealth Management' for honest, reliable advice,

Elaine, Lanarkshire

Henry is very approachable and explains things clearly. He demonstrates a great understanding and knowledge of all aspects of the financial marketplace and has a good way of imparting this information clearly allowing me to make an informed choice. He listens and understands my objectives and goals and can identify where there may be a need that should be addressed. In short I trust Henry to always recommend products and solutions based on my needs.

Irene, Renfrewshire

Advised me of issues to be careful of when investing. Approach to risk. Clear on costs.

Peter, Fife

Where to find us

Maxim, 1088 Shettleston Road, City of Glasgow, Lanarkshire, Glasgow, G32 7PH

Make an enquiry

About us

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.

Our services

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.

Make an enquiry Request a call back 01413 769508 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Mortgages
- Equity release
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group life insurance

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Minimum mortgage value

£0

Make an enquiry Request a call back 01413 769508 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01413 769508 Recommend to a friend

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.