What our clients say
Advised me of issues to be careful of when investing. Approach to risk. Clear on costs.
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.
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,
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
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.
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.