John Maxwell
Advising Partner
Having worked in Financial Services for over 20 years, I pride myself as being able to ‘put experience into practice’.
MX Independent Financial Services Ltd are holistic advisers and provide advice on:
- Mortgages
- Pensions
- Investments
- Equity Release
- General Insurance
- Protection
We work with numerous Accountants and Solicitors allowing them to offer a financial planning service to their clients.
We also provide such a service for other IFA’s who concentrate in other areas and do not wish to, for example, provide mortgage advice.
Although based in our office in Largs (a quaint little fishing village by the Clyde!) we are happy to travel to see clients and provide advice to clients and companies throughout the UK.
Areas of expertise
Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, improve the return on your savings, growing the value of your money for a specific purpose, or putting money aside for a rainy day.
I am able to offer you a range of solutions, combining our selection of funds, with our product wrappers, support and service.
Getting a mortgage can be one of the biggest financial decisions you will ever have to make, they can come in many shapes and sizes and can be complicated, so it’s crucial to get this right. Whether you’re a first-time buyer, moving on, downsizing, or even buying a second home.
I will work with a range of carefully selected lenders to get you the mortgage which suits you best and ensure the whole process runs smoothly.
Most people just don’t save enough to achieve the level of retirement income that they need. Pensions can be seen as long-term investments, so it is important to decide how best to maximise your income in retirement, or where to invest a lump sum.
I can help you decide how much extra money you need to save, and where to invest it and the various options you have available.
Protecting your income should be taken very seriously, given the limited government support available. I can help you arrange the right solution to meet your overall protection and financial planning strategy, to help protect you, your family and your lifestyle.