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More about MAXimum VALUE...

our history
Over the past few years we have offered many clients first-class, independent financial advice. In tune with shifting business patterns, brought about mostly by the Internet, we now see an opportunity in enabling anyone to effectively bypass the traditional means of purchasing financial products.

we act as a broker
By acting simply as a broker, not offering any advice, we are a channel between you and the company offering the product. In exchange for you "doing the footwork" in deciding which product, company and premium levels you require, we rebate most of the initial commission we normally would have earned had we advised you, or which you would have been charged had you gone direct. We retain only a small proportion of this commission to cover our administrative costs.

need advice?
If you are unsure about any aspect of the investments or insurances you require please feel free to contact us by phone, email or FAX. If we give you advice and you decide to go ahead with a policy, we will not however be able to offer you the discounts available through the MaxValue "execution-only" route.

terms of business
We are not authorised by the FSA to handle clients' money. For "execution only" business, cheques must be made out to the product provider. We cannot accept cash. Read our full terms & conditions...


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