Retirement Advice

Retirement is a time of life when individuals experience an extraordinary concentration of critical issues that must be resolved in a very short span of time. These include confronting a dizzying array of cash flows, tax decisions, pension, insurance, investment – many of which are irreversible! Retirement decisions have a major influence on your quality of life and financial security. It is a great time to have a trusted and competent advisor in your corner. And that's where we come in.

Do You Know Your Options?

Maxim Wealth Management has been making a positive and meaningful difference in the lives of hundreds of our clients and their families with all their retirement and financial planning needs. We pride ourselves in helping many working professionals prepare for their transition into retirement. We help ensure our retirees have a robust financial plan to invest their money to avoid outliving their retirement income and savings.

Our retirement advisory services include:

  • Cash flow projection illustrating the impact of retiring sooner or later
  • Minimizing taxes and investment costs
  • Annuities
  • Designing early or penalty free retirement options
  • Lump sum distribution planning
  • Controlling and minimizing investment risk
  • Planning a sustainable spending rate in retirement
  • Analysis and evaluation of early retirement options

We Help with Asset Protection

You may want your financial strategies to include some guarantees, as the market does not provide certainty. For example, annuities, that can provide a source of supplementary income throughout your retirement, which are insurance products with guarantees, 21st Century asset protection demand for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect your retirement funds from declines due to market losses.

Request A Consultation Today

If you’re unsure which option will be best for your future, or would like to speak to someone about your retirement the advisers at Maxim Wealth Management can help.

Our team are experts in the field of pension advice and retirement and will be happy to take your call on 0141 764 0040 (retirement advice Glasgow office) 0207 112 8654 (London office).

You can also browse our further reading for more information:

At what age do you want to retire?

A retirement income takes a long time to build

3 reasons a deferred pension may mean more money for you

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

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