Maxim Wealth Management are financial advisors based in Glasgow who specialize in retirement planning and pension advice.
Since 2003 we have been helping our clients make the right financial decisions for their futures and families. No matter which stage of retirement planning you are at, whether you already have a pension, are looking to start building your pot or are approaching retirement we can ensure that you are making the best decisions to maximise your savings.
By working with a financial adviser you will have a better chance of finding products that meet your needs which work towards your financial goals and are suitable for your circumstances.
Depending on the adviser you select you may even have access to a wider range of choices than you could realistically find on your own.
There are two main types of financial advisers: independent and "restricted". Independent financial advisers offer advice on a full range of products from the financial market, whereas "restricted" advisers will look at a smaller range of products.
Seeking financial advice can be expensive however the difference it can make to your savings and your future makes it worthwhile. Sourcing professional advice will help you to make informed decisions.
You should also be aware that companies offer a range of services from general financial planning to more specialist advice, such as the suitability of a particular product, fro example a pension.
Unfortunately, it is often the case that people do not spend more than a few minutes checking their pension. By speaking to a pension advisor you can make some simple changes which can improve your plan from consolidating pensions if you have more than one and comparing your plan against the whole of the market to ensure you are in the best performing plan possible.
If you are unsure if you are making the most out of your pension plan why not request a free pension consultation? Whatever your financial goals and circumstances Maxim Wealth financial advisors will be able to explain the options and advise you on the best route to follow.
We provide services to a broad spectrum of clients. As we are an independent company we are able to search the whole of the market for you, working on your behalf, irrespective of income and wealth, to find the financial solutions that best suit you.
If you would like to arrange a consultation please contact our pension advisor Glasgow today on 0141 764 0040 or complete the form on this page for a call back.
Maxim Wealth Management specialise in retirement, investment, pension and equity release advice.
Well informed on all aspects of financial advice and explains things in plain English, no jargon.
- William Leckie
Explains fully all aspects of financial advice given.
- David Dixon
Home visit with a full and extensive explanation, also available when you need advice.
- Robert Smith