Retirement advice for clients in Glasgow

Retirement is a critical time in every person’s life. The decisions that you make at this time – from cash flows to tax decisions, pensions to insurance – can have an irreversible effect on your quality of life and financial security throughout your retirement years. With so much information available and a dizzying array of options and considerations to take into account, a financial adviser is there to help you make sense of it all. At Maxim Wealth Management Ltd, our competent and trusted advisers are always on hand to help formulate a retirement strategy in line with your specific requirements and circumstances. We explain everything in simple language, with no jargon, to help you make the best decision for yourself and your family.

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Income / flexi drawdown advice

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Pension Annuity Advice

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Equity release advice

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retirement faqs

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Get in touch with Maxim Wealth Management today!

Do You Know Your Options?

At Maxim Wealth Management Ltd we are dedicated to making a positive and meaningful difference in the lives of our clients and their families. Drawing on decades of experience and specialist financial services training, we offer a financial planning service to help our clients responsibly invest their money and avoid outliving their retirement income and savings.

Our retirement advice covers:

  • Cash flow projection, illustrating the impact of a range of financial decisions
  • Minimising taxes and investment costs
  • Pension annuities
  • Early or penalty-free retirement options
  • Lump sum distribution planning
  • Controlling and minimising investment risk
  • Planning a suitable spending rate in retirement
  • Analysis and evaluation of early retirement option

Unsure which option is best for your future? Want to speak to someone about your retirement planning strategy? We can help.

Face-to-face advice, or telephone or email availability for specific concerns

Accredited financial advisers with decades of experience

Friendly, professional service

Local business based in Glasgow

Protecting your assets in times of volatility

The investment market offers plenty of upside potential, but it is not without its risks – and it definitely does not provide certainty that your investments will perform well. Many people therefore adapt their financial strategies to include guarantees, which provide a level of certainty that goes beyond strategic asset allocation. For example, including products such as annuities in your retirement income strategy can help protect your retirement funds from volatile market periods or sharp losses. Want to find out how guarantees could improve your retirement planning? Just give us a call on 0141 764 0040 for your free pension consultation.

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Our team are Lanarkshire’s experts in the field of retirement advice and pensions, and will be happy to take your call.

Contact our team today on 0141 764 0040