1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. North West
  6. breadcrumb-arrow
  7. Lancashire
  8. breadcrumb-arrow
  9. Blacko
  10. breadcrumb-arrow
  11. Maxima Financial Management Ltd

Maxima Financial Management Ltd

Independent Financial Adviser  4 Malkin Close, Blacko, Lancs, BB9 6LY
check
FCA authorised
Last authorised 7th June 2021
"We show you the bigger picture!"
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
MR Philip Sipocz DipFA MLIBF, Cert PFS, AIPW, CeRER, CeMAP
Director
About us

Maxima Financial Management is a Whole of Market IFA. We are fiercely independent and show no preference to any company or product. We give you the choice of how to pay for our services. Our first meeting is always free of charge, so why not give us a call and arrange to review your financial objectives.

Our services

Maxima Financial Management is committed to treating all our clients fairly. We will deal with you with the utmost integrity, honesty and professionalism at all times.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

4 Malkin Close, Blacko, Lancs, BB9 6LY

Similar advisers near you

Christina Clegg Financial Planning Services
Independent Financial Adviser 1.92 mi
We have been rated as one of the Top 200 IFAs in the UK, by the national website, Vouched For, for the last 7 years, based on the level of customer satisfaction scores given by our clients. We’ve been given over 150 5 star reviews by our clients who value us for our straight forward no nonsense advice. If you’d like to arrange a meeting, or just have an initial chat, please call us on <phone number hidden>. We look forward to hearing from you.
 
See profile
Fairstone Financial Management Ltd
Independent Financial Adviser 2.95 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
See profile
Prince & King Financial Services Ltd
Independent Financial Adviser 4.24 mi
 
 
See profile
The Pension Planner
Independent Financial Adviser 4.89 mi
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Burnley, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
 
See profile