Specialist SIPPs Advice in Glasgow – Maxim Wealth Management Ltd

SIPPs (Self-invested personal pensions) are the most specialised and complex form of pension fund available and are targeted at more experienced investors who prefer to be hands on when it comes to managing their investment portfolios. Maxim Wealth Management Ltd. offers our clients professional and detailed SIPP advice in Glasgow and all of Scotland. Unlike other forms of private pensions, SIPPs allows far more diversity in your portfolio, and lets you make direct investment across several sectors including property and commercial property, listed securities, unquoted shares, collective investments, and more. As you would expect, the extra freedom of investment variety does incur higher management charges than the other pension schemes. If SIPP is something you are considering, make an appointment to discuss your plans with one of our experienced team.

Get in touch with Maxim Wealth Management today!

What are the advantages of SIPPs?

  • Borrow up to 50% of the net scheme assets, e.g. to facilitate a commercial property purchase
  • Freedom to invest in a far wider range of asset classes, including individual stocks and shares, gilts, fund supermarkets and property
  • “In specie” contributions are allowed. Making a contribution in the form of a property or a quoted security (shares) would be acceptable and would be eligible for tax relief.
  • All the same tax relief benefits as in a group or individual personal pension

Speaking to a financial adviser will help you understand your options at retirement and create a robust financial plan for you and your family

Nearly two decades of experience in the financial services industry

Hundreds of clients across Glasgow and Lanarkshire

Friendly, professional and straight-talking advice

Face-to-face or email communication available

The Best SIPP Advice in Glasgow

SIPPs are not a scheme we would recommend to every client. They do offer a better ROI potential than other schemes and also can be very tax-efficient if managed properly. If you need SIPPs explained in Glasgow, our financial experts have many years of experience in helping our clients with SIPPs. It is essential for anyone who is considering a SIPP to engage with an experienced and trusted financial advisor. Our experts can help you identify the advantages and disadvantages of SIPP when it comes to your own unique set of circumstances, available funds and goals. Our company has been working with all varieties of private pension plans for over 17 years so can pass on our knowledge and experience when it comes to this most complex of products.

SIPPS Benefits to Investors

Clients can choose to either manage their SIPP directly themselves, or to pass management to a specialist discretionary fund management company to oversee on their behalf. There are a number of primary benefits available to clients who opt for SIPPs. To find out more about these benefits, and how best to approach investing in a SIPP, please arrange to see one of our professional team by calling 0141 764 0040.

Free SIPP Advice in Scotland

Looking for SIPP advice? Contact our team to request a free pension consultation with one of our trained advisers.

Contact our team today on 0141 764 0040