MX Independent Financial Services Ltd

Independent Financial Adviser  M X Financial Services, Largs, North Ayrshire, KA30 9LN
First meeting at adviser's own cost
Putting experience into practice.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Socially responsible investments
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Unit trusts
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Lump sum
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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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Buildings and contents
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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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
Response rating
7.0/10
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FCA authorised
Last authorised 2nd August 2021
Meet our advisers
MR john maxwell
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Certified Financial Planner
What our clients say
"Always a pleasure to deal with John at MX Financial Services, John has helped me to achieve some tricky transactions over the past ten years, usually to a tight timescale too! I've recommended John to friends and family, and wouldn't hesitate to do so again."
Dylan, Glasgow
We've used john for my last two mortgage deals and found him to be very professional, courteous and got us great deals on both occassions that suited our needs i would highly recommend him for anyone looking for financial advice
Graeme & Kay, Airdrie
"I've dealt with John a number of times in relation to mortgages and have always found him to be responsive, helpful and clear in his explanation. Will happily continue using John for my future mortgage requirements as and when they arise. 10/10."
Mark, East Kilbride
"John and his team are warm, friendly and professional at all times. John researched, explored all the options and found me the best mortgage deal. He was reliable and always kept me informed of the progress, making sure I understood everything. Would highly recommend"
Stacey, West Kilbride
We got a very quick initial response from John. He was very professional, helpful, on the ball and sorted our requirements quickly. John helped us with purchasing our first house – he found best mortgage deal, best insurance etc. We were very happy with his service and will definately use this company again. Would highly recommend
Marta, East Kilbride
A fast efficient no nonsense service whereby I felt I could contact MX at any time and have queries quickly answered in a professional manner. It was a pleasure dealing with John and MX financial services compared to previous mortgage advisors I’ve experienced.
Paul, Glasgow
“My partner and I had a great experience with MX Financial Services for our first time Mortgage application. John handled our case very well and secured us an excellent mortgage offer further to a detailed analysis of our needs. Any queries we had during the process were dealt with very quickly and all associated paperwork arrived with us in no time at all. I highly recommend MX Financial Services and will certainly look to use them in future for my financial matters”
Craig, Glasgow
I have used the services from MX solutions for the last five years now and find their approach is extremely professional, trustworthy and always willing to go that extra mile to assist me in achieving my goals, would definitely recommend them.
Michael, West Kilbride
" I have always found both John and MX Financial Services professional, responsive and helpful. I would have no hesitation in recommending them to anyone."
Robert, Newton Mearns
Great friendly bespoke service. John makes it very easy and does all the hard work for you. Highly recommend and will use him again and again!
Stephen, Largs
I have been with MX for years during the remortgage of my previous property. When it came to buying/selling a new property the service from John was 1st class. MX got me a fantastic deal and made a stressful situation straight forward. Instant replies during communication was greatly appreciated. So much so I have recommended to family and friends.
David & Fiona, Glasgow
"Very approachable, creates an un-rushed atmosphere, conducive to decision making" .
Margaret, Largs
I have used MX financial services for mortgage renewals and for new home purchase mortgage. Every time I have got a better mortgage deal than available to myself doing it online and excellent customer service with John keeping me up to date with progress at every stage. I was always able to get in contact with John at pretty much any time of day which allowed me to relax knowing that everything was in place. I wouldn't hesitate to recommend MX and will be using them again myself
Ian & Katy, Paisley
MXFinancialServices provided me with outstanding customer service in helping me with the re-mortgage process. The communication was first class, and allowed for a smooth and hassle free experience
Alasdair, Glasgow
John, I want to thank you for the excellent service you have given to me and, my wife over many years. Your advice has always been very personal and detailed. We are always fully informed of all changes in financial regulations and,how we should deal with these matters. Our regular meetings and updates of our financial situation are so important to us. Thanks for all your good work. George
George, Largs
Fast and efficient, making good choices for me with the least hassle. Quick and basically did all the paperwork for me. Easy to deal with whilst getting the right financial result for me.
Jane, Largs
I met John at MX Financial Services when I needed some guidance and help regarding a financial matter that I knew very little about and needed to be dealt with fairly quickly. John was extremely helpful and explained everything clearly and concisely and the issue at hand was processed and resolved quickly. I would not hesitate to use MX Financial Services again.
Jane J, Largs
“The service provided by MX financial services was top notch. No problem was too big and John was always on hand to help. Quick, Professional and straight to the point. It was a pleasure to deal with MX financial services and I look forward to doing so again.”
Alex, Lockerbie
"My wife and I live in Largs and were looking for a local financial adviser. After a first consultation John Maxwell fitted this requirement. We each have capital to be invested and managed. Our attitude to risk is different and John has advised and managed over a number of years our differing profiles very efficiently. The local service he provides is important to us and facilitates face to face reviews. John listens carefully to any questions we raise with him and gives a considered response and advice. His business like but friendly management style gives us confidence in the service he provides. In the event that my wife should out live me she is confident that she has a valued and trusted adviser. Over the years John has provided annual reviews where he has ensured that our capital is being invested efficiently according to current market trends."
David & Jean, Largs
I would like to thank MX Financial services Limited for all the work put into getting the mortgage sorted for us .Such a professional attitude and no pushy sales pitch etc.All credit to John for all his help and answering all my questions very swiftly and putting up with all my emails regarding numerous parts of the application.I would highly recommend them to anyone looking for this kind of financial advice and help .
Stephen & Angela, Largs
John provided a fantastic service to move my mortgage onto a new provider, taking care of all the paperwork and advising the best available options on the market for my situation.
Charles, Glasgow
Overall Rating: 5 Quality of Advice: 5.0 Quality of Service: 5.0 Value for Money: 5.0 What were the circumstances that caused you to look for a financial adviser? Remortgage How did John Maxwell help you? Searched for the best deal for my remortgage and explained everything I needed to do. Have you seen the outcome you were hoping for? Yes happy with my new mortgage
David, East Kilbride
Overall Rating: 5. Quality of Advice: 5. Quality of Service: 5. Value for Money: 5. What were the circumstances that caused you to look for a financial adviser? Setting up first time mortgage. How did John Maxwell help you? He found the best deal for me and set up all the relevant paper work and continues to find the best deal at the end of every 2 year period. Have you seen the outcome you were hoping for? Yes.
Ashly, Largs
Overall Rating: 5. Quality of Advice: 5. Quality of Service: 5. Value for Money: 5. What were the circumstances that caused you to look for a financial adviser? Help with mortgage as fixed rate term was expiring and we needed to identify the best mortgage to continue with. How did John Maxwell help you? John helpfully provided the best options for us to move to with our mortgage. Have you seen the outcome you were hoping for? Yes we have.
Andrew, Largs
Overall Rating: 5. Quality of Advice: 5. Quality of Service: 5. Value for Money: 5. What were the circumstances that caused you to look for a financial adviser? My mortgage term was coming up and was looking to change tariff and raise additional capital. How did John Maxwell help you? Found the best products to suit me and did everything quickly and smoothly. Have you seen the outcome you were hoping for? Yes.
Gary, Largs
Overall Rating: 5. Quality of Advice: 5. Quality of Service: 5. Value for Money: 5. How has John Maxwell helped you since your last review? Helped to kick off my mortgage renewal process
Luke, Largs
Overall Rating: 5. Quality of Advice: 5. Quality of Service: 5. Value for Money: 5. What were the circumstances that caused you to look for a financial adviser? To change my mortgage. How did John Maxwell help you? John organised my mortgage with ease, in a professional manner. It was extremely easy for me. Have you seen the outcome you were hoping for? Great outcome.
Grace, Largs
Overall Rating: 5. Quality of Advice: 5. Quality of Service: 5. Value for Money: 5. How has John Maxwell helped you since your last review? Remortgage advice.
Angus, Largs
Overall Rating: 4. Quality of Advice: 4. Quality of Service: 4. Value for Money: 4. How has John Maxwell helped you since your last review? Positive advice in the current climate
Ian, Largs
Overall Rating: 5. Quality of Advice: 5. Quality of Service: 5. Value for Money: 5. How has John Maxwell helped you since your last review? Always great advice and standard promptness of service is always excellent.
Alan, Largs
Overall Rating: 5. Quality of Advice: 5. Quality of Service: 5. Value for Money: 5. How has John Maxwell helped you since your last review? John has provided me with financial advice in regards to re-mortgage of my property. John has been a great help.
David, Largs
About us

We are a firm of Independent Financial Advisers based in Largs.

We have provided a "holistic" advice service to clients for over 10 years specialising in Pensions, Investments and mortgages including Equity Release.

We pride ourselves on Client Service and all clients have access to our "Wealth Platform" where they can view all their assets on one easy to use site.

The site also allows them to view the valuation of pensions and investments in "real time"

Our services

We will get involved in on areas that other Advisers will shy away from such as Equity Release.

We are happy to discuss your needs by telephone or e mail and can open our Office at weekends to accommodate a "Face to Face" meeting if week days do not suit.

Our fees are realistic and reflect the work that we will do on your behalf - "one size does not fit all"

Where to find us
Head office address: M X Financial Services, 6 Waterside Street, Largs, North Ayrshire, KA30 9LN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 2nd August 2021

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