Financial Services

Visit our financial services website at www.maxwellsfm.co.uk

Who we are

Maxwells Financial Management Limited is a company that has been established to offer the best independent financial advice to clients of Maxwells Chartered Accountants or indeed anyone requiring a first class service that is clearly and fairly priced.

We seek to offer clients all of the benefits that a close working relationship between their Accountant and Financial Adviser can bring.

Maxwells Financial Management Limited is an Independent Financial Adviser, required by law to offer clients advice that is best for them, and to select investment products from the whole market.

The adviser that you meet will be a qualified professional with many years experience in the financial services industry, who will want you to fully understand the advice on offer and be confident that it represents real value to you or your business.

To ensure that we offer our clients the best possible service, which has been independently vetted for compliance with the latest financial services legislation and best practice, we are appointed representatives of the TenetConnect Services Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Services Limited is one of the largest independent networks of independent financial advisers in the UK.

The service we offer

Our objective is to provide comprehensive advice at fair value.

We can provide advice about the following:-

  • Investments including unit trusts, ISAs, OEICs and existing PEPs and TESSAs, tax planning and the creation of long term investment portfolios.
  • Pension planning for Directors, including both insured and self-administered options.
  • Employee benefit schemes, including group life and health plans, and all types of pension schemes. Our service can include advice on various aspects of tax planning, key man insurance and succession planning.
  • Retirement planning for individuals, including the self-invested alternative and options at retirement.
  • Mortgage advice, including residential and commercial, remortgages, mortgage health checks and buy to let schemes.
  • Inheritance tax planning, and dealing with potential long term care costs later in life.
  • Personal life, health and critical illness insurance.
  • Overall financial reviews and "health checks.
  • Trustee investment advice.

What it costs

An initial fact finding meeting is completely free of charge, without a specific time limit. If you decide after meeting us that you want to take advantage of our service, then you will be offered the choice of paying for the advice by the traditional commission approach or paying us a pre agreed fee. The choice is entirely yours, and you can select the approach you prefer on each occasion that you need our services.

We will always tell you how much commission is payable, and how it relates to the cost of work that we have done. In many cases we may be able to reduce the commission to enhance your investment. If you prefer to pay a fee, we will be able to significantly cut the initial cost of most investments, sometimes eliminating the provider's set up charge altogether.

What to do now

Please contact us by telephone, fax or e-mail.

Although we will make no charge for the initial interview, we will ask you for comprehensive information about your current financial position. This will be recorded on a standard questionnaire in due course. We are of course registered under the Data Protection Act 1998 and we do not disclose information to third parties for marketing purposes.

After an initial discussion, we will review with you the service we think is appropriate for your circumstances and agree our remuneration basis.

Maxwells Chartered Accountants
4 King Square
Bridgwater
Somerset
TA6 3YF

The Financial Conduct Authority does not regulate mortgage lending and advice, taxation advice, private medical insurance, TESSAs, cash deposit ISAs and some forms of employee benefits, key man insurance, critical illness insurance and long term care.

A MORTGAGE IS A LOAN SECURED AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

Written quotations available on request. All loans subject to status.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily restricted to consumers based in the UK.

Maxwells Financial Management Limited is an appointed representative of Tenet Connect Services Limited, which is authorised by the Financial Conduct Authority. Tenet Connect Services is entered on the financial Services Register (www.fca.org.uk/register) under reference 150643.

Require more information?

If you would like more information or would like to ask us a question then call us on 01278 423008. To ask us a question online click here.

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Maxwells Chartered Accountants, 4 King Square, Bridgwater, Somerset TA6 3YF
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