Specialists in investment advice, based in Glasgow

At Maxim Wealth Management Ltd we strive to help you achieve your financial goals by maximising the potential of your assets. Whether you want to build up enough capital for a house deposit, or ensure that your assets are passed down to your children in a tax-efficient manner, we always tailor our advice to fit your unique investment aspirations. Offering regular reviews to monitor performance and active advice based on your changing situation, we offer a flexible service adaptable to vicissitudes in clients’ lives and financial circumstances.

Two people look over a contract at a desk
null

Investment Risk

Read More

null

Investment FAQs

Read More

Get in touch with Maxim Wealth Management today!

Investment advice and solutions tailor-made for you

Are you seeking capital growth, or looking to draw a reliable income from your savings? In today’s economy, the low interest rate environment means that savings kept in cash accounts are unlikely to keep pace with inflation. Here at Maxim Wealth Management Ltd we offer professional investment advice to help you maximise your capital’s potential for returns by considering a range of tax-efficient investment vehicles. Our investment portfolios are carefully constructed to help you meet your short-term and long-term financial goals, and are always built in line with your specific requirements at an acceptable level of risk.

Our approach is based on three pillars of successful investing:

  • Adopting a long-term view, and understanding that sharp rises or falls in value will even out across a longer timeframe
  • Understanding your risk profile, and creating an investment portfolio that is appropriate for this level of risk
  • Capturing investment opportunities, and diversifying portfolios to mitigate risk

First-time investor? You can find out more about the balance between investment risk and reward here.

Our professional advisers can help you understand your investment options, and make the most out of your assets

Established in 2001

Local, Glasgow-based business

Fully accredited advisers

Personalised investment approach

Our friendly, professional advisers are available to help you personally with all of your investment concerns. For your free initial meeting, just call our Glasgow office.

Contact our team today on 0141 764 0040