maxim wealth management

Our Services
Independent Financial advice
Our Services
We aim to give guidance in a friendly clear manner on financial products throughout the whole of the taxation issues as well as market surrounding them. Our business is established on the truthfulness, reliability, professionalism and superior service provided by our advisors. A number of our customers have personally trusted us for almost 20 years and become good friends on the way. Maxim Wealth Management Limited offer both corporate and private guidance on a complete selection of financial services such as the following:
Personal
Pensions Advice
Retirement Guidance
Annuity Purchase
Income Drawdown Advice
Mortgage planning
Investing for income or capital growth
Family protection life assurance
Tax planning and decrease*
Protection against illness that is critical
Income protection
Inheritance planning
Long-term care
Private medical insurance
School fees planning
We will be happy to introduce you to a 3rd party long term care adviser.
Corporate
Executive Pension Schemes / SIPPs
Income protection
Group Private Medical Insurance
Group departure- in service and dependants benefit schemes
Partnership and directors share protection
Key individual company protection
Advice to your workers if required