We provide independent financial advice to individuals and companies, 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 setting - 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 as required.
Implementation - We will discuss the appropriate ongoing plan with you designed to ensure the successful delivery of goals.
Forward planned regular reviews - We will diarise reviews in advance as deemed suitible. Quarterly, six monthly 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.
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