Independent Financial advice

Our Services

We aim to give advice in a friendly understandable manner on financial products across the whole of market and the taxation issues surrounding them.  Our business is built on the honesty, reliability, professionalism and excellent service provided by our advisers.  Many of our clients have personally trusted us for nearly 20 years and become good friends along the way.  Maxim Financial Services Limited offer both personal and corporate advice on a whole range of financial services including the following:

Personal

• Pension Planning
• Retirement Planning
• Annuity Purchase
• Income Drawdown
• Mortgage planning
• Investing for capital growth or income
• Family protection life assurance
• Tax planning and mitigation*
• Protection against critical illness
• 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

• Employee benefits implementation and management
• Flexible employee benefits menu systems
• Group and executive
• Pension schemes
• Group income protection
• Group Private Medical Insurance
• Group death-in-service and dependants benefit schemes
• Partnership and directors share protection
• Key person business protection
• Advice for your employees if required

*The Financial Services Authority (FSA) does not regulate these products and services.