Pensions and investment advice in Glasgow, Lanarkshire

Maxim Wealth Management is a financial advisory firm dedicated to helping retirees to preserve and protect their wealth through comprehensive financial planning.

Our primary focus is helping those in or nearing retirement plan for their financial future. We offer guidance in developing strategies related to optimising security benefits, as well as tax planning, estate planning and income planning using insurance and investment products. Want to find out more? Contact our team to set up your free initial consultation.

Note: Tax Planning and Estate Planning is not regulated by the Financial Conduct Authority

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Get in touch with Maxim Wealth Management today!

Our mission

Making investments or retiring is amongst the most vital decisions you will ever make. That is the reason Maxim Wealth Management work to build your trust and confidence through every progression of life’s journey. Our main goal is to be your personal advisor for pensions, investments and financial solutions required for monetary and retirement security. We are focused on giving better, more robust solutions to ensure you and your family’s financial security.

Our core values

Maxim Wealth Management has certain values that guide us towards accomplishing perfection in our role, as well as acquiring and maintaining the trust and confidence of our customers.

  • Integrity: Always deal in a direct, honest and transparent way.
  • Quality: We strive to maintain our service quality and reputation while serving our community.
  • Responsiveness: We believe in a fast turnaround, whether it is our service or our communication.

Why choose us for pensions and investment advice?

The future is full of “uncertain events,” but who has time to sit around worrying? Let us help protect you and your family with quality of investment and retirement services so you can have peace of mind and get back to living. Everything we do, from our carefully selected investment options to our excellent customer and online service, is designed to help our customers save for their futures.

While everyone’s situation is different, we stick to our core principles no matter how large, small or complex the case may be:

  • We keep up a reputation for integrity and trustworthiness by regarding each client as we would like to be dealt with — from making an investment, to getting retired.
  • Our team is well-versed in helping individuals and families clarify and plan for their goals.
  • We strive to live up to our name by providing a personal service, paying attention to every detail of our clients’ financial planning aims.

We are a company built on integrity and take great pride in the level of service we provide to our customers. We are down-to-earth and transparent about our solutions and our advice – and we ensure that everybody gets the chance to trust us in the same way our present customers do.

At Maxim Wealth Management we provide honest, professional and easy-to-understand pensions and investment advice to help our clients reach their financial goals

Highly established company, operating since 2001

Bespoke approach to pensions and investment advice and planning

Active, face-to-face advice in line with your financial circumstances

Accredited financial advisers

Want to find out how we can help you improve your financial situation? Just call our Glasgow office for your free initial consultation.

Contact our team today on 0141 764 0040