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
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.
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.
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 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