We provide independent financial advice to both individuals and businesses our first consultation is free. Any chargeable events after this point will be discussed with you before proceeding with any business.
We believe it is important to have a disciplined approach towards developing a successful financial plan and follow this process:
Initial Meeting and Review - We undertake a comprehensive financial review of your (or your business) circumstances and financial objectives taking account of any existing arrangements.
Needs and goal settings - We will analyse your needs and goals in great depth to ensure that your financial lifestyle and, if applicable, business plan is designed to meet these.
Analysis and Research - We will undertake thorough independent analysis and research to tailor an individual solution to your needs and goals.
Presenting a financial plan and recommendations - We will present you with a comprehensive financial report to be discussed and refined if required.
Implementation - We will discuss the appropriate ongoing plan with you designed to ensure the successful delivery of your goals. These will be supported by the services offered in our Benefits Administration package.
Ongoing servicing - To ensure your business meets the needs of its members we will offer the following:
Forward planned regular reviews - We will diarise reviews in advance (quarterly or annually) to ensure the financial planning we have put in place is refined and keeps pace with any change in circumstances.
This process has to be underpinned by a joint commitment from both Maxim Financial Services Limited and our clients in order to ensure the successful completion of your financial goals.
Information on this website should not be considered as personal advice, if you wish to receive professional advice as to the suitability of Corporate Pensions, please contact us.
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