Investment, insurance and retirement planning in Glasgow

Whether you are approaching retirement, already drawing on your pension or just starting to consider your investment and retirement options, having a robust financial plan in place is key to maintaining a good quality of life over the long-term. However, in today’s complex economic climate, it can be overwhelming trying to understand all the options and opportunities available to you. At Maxim Wealth Management Ltd, we offer a comprehensive financial advisory service with experienced advisers on hand to offer objective advice based on your financial situation. Using a friendly, professional and straight-talking approach, we are dedicated to helping individuals and families understand their options and achieve their long-term and short-term financial goals.

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Pension Advice

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Retirement Advice

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Investment Advice

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Get in touch with Maxim Wealth Management today!

A comprehensive range of financial planning services

  • Pension advice – Planning for retirement is something we all need to consider. If you are not already a member of an employer’s pension scheme, unemployed or a non-earning spouse, you can still contribute to a pension. Our pension advisers are there to provide pension advice for people across Lanarkshire at all stages of retirement planning.
  • Investment advice – As investment advisors, our sole objective is to help you succeed. By bringing together our knowledge, skill and creativity across major asset classes, disciplines and global markets, we can look to unearth investment opportunities for our clients. Your dedicated financial adviser will review your overall financial situation and formulate a solution based on where you are now and where you want to go.
  • Retirement advice – Maxim Wealth Management Ltd has been making a positive and meaningful difference in the lives of hundreds of our clients and their families with all their retirement and financial planning needs. We help ensure our retirees have a robust financial plan to invest their money to avoid outliving their retirement income and savings.
  • Equity Release advice – Equity release is a way of unlocking a proportion of the value – or equity – you have in your home in exchange for a tax-free lump sum. Taking out an equity release plan is an important decision. At Maxim Wealth Management we can establish whether equity release could be right for you.

Established in 2001

Friendly, personal service

Fully accredited

Local business, based in Glasgow

Bespoke investment and retirement planning solutions

At Maxim Wealth Management Ltd we strive to thoroughly understand your specific needs, and then recommend the best, most tax-efficient and lowest-cost strategies and solutions to help you reach your financial goals. We promote sustainable investment strategies while encouraging transparent communication and best-practice procedures, ensuring a responsible and client-oriented approach.

Our advisers are able to meet with you face-to-face at our offices in Glasgow, or we are also available over the phone or email to answer any specific or time-sensitive queries you may have. Our expert team are always on hand to answer your questions, guide you through the process and help you make the right decision for your circumstances.

INVESTMENT FAQs

If you are looking for a financial advisor in Glasgow, or would like to request a free financial consultation, please contact our team.

Call our team today on 0141 764 0040