Pension Advisory Services in Glasgow – Maxim Wealth Management Ltd

Retirement is perhaps the area which worries most people from a financial perspective. With changing financial options, new pension rules, and the coming of Brexit, people wonder how secure their current retirement plans are. As the foremost firm of pension consultants in Glasgow, we have many years of experience in helping our clients plan for the future. With many changes to pension legislation in recent years, the process of paying into a private pension plan has become more complicated. New rules on levels of tax-free earnings and changes to inheritance law means that it is helpful to have an expert on hand to steer you through these complex options. Book a free consultation so we can identify your goals and needs, then look at how to create a bespoke solution which fits your situation.

Financial adviser providing a couple pension advice

Personal Pensions

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Pension Annuity Advice

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Equity release advice

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Get in touch with Maxim Wealth Management today!

Pension Plan Options

While there are multiple options available in the market, we usually split these into two broad categories; private pension plans and work-based pension plans. Our pension advisory services can explain these different plans so you can make the most informed choice. Work-based plans are run by employers on behalf of their staff, and any contributions are normally deducted from your salary. Private, or individual, plans are usually set up by you and normally only include personal contributions to that plan. When you seek pension advice in Glasgow from Maxim Wealth Management Ltd. we will fully explain these different plans as well as the following ‘sub’ options which cover both major types:

  • Personal pensions
  • Self-invested personal pensions (SIPPs)
  • Annuities

For personalised pension advice, contact a member of our team today.

Maximise your retirement income with an annuity, income drawdown, or a blend of both

Local business based in Glasgow

Established in 2001

Friendly, professional service

Face-to-face advice and advice over telephone and email available

Practical Pension Advice and Impartial Solutions

Maxim Wealth Management Ltd. are the leading pension planners in Glasgow and Scotland. Our team of experienced professionals will help guide you through the complexity of choices and legislation. These are important choices that will decide on the security you have in later life. We will advise you in an honest and jargon-free way so you fully understand any option you choose. To speak to one of our pension advisors in Glasgow, book a free appointment today by phoning 0141 764 0040.

Expert Pension Consultants in Scotland

Want to start saving for your retirement? For your free initial consultation, call our Glasgow team today.

Contact our team today on 0141 764 0040