Maxima Financial Management Ltd

Independent Financial Adviser  4 Malkin Close, Blacko, Lancs, BB9 6LY
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FCA authorised
Last authorised 7th June 2021
"We show you the bigger picture!"
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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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
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    Online (Live chat, video, email)
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    Face to face

4 Malkin Close, Blacko, Lancs, BB9 6LY

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