0330 038 8938
Based in Cleckheaton
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2024
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Maxine and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 April 2025
Maxine and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Maxine has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Maxine has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Maxine has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Maxine has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Maxine has not yet added their fees to their profile
Fees not yet added
Maxine has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Maxine (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Maxine
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Maxine (based on 6 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Maxine and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 April 2025
Maxine and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Maxine has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Maxine has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Maxine has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Maxine has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Maxine has not yet added their fees to their profile
Fees not yet added
Maxine has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Maxine (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Maxine
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Maxine (based on 6 first impressions)
I began my career as a financial adviser over 28 years ago and in that time I have worked as a restricted adviser for companies including Prudential, Legal & General and True Potential and as an independent financial adviser for HSBC/First Direct. I started Trusted Financial Planning Limited in 2014 and made the decision to become truly independent and directly authorised by the FCA in January 2019 in order to offer my clients a wider range of products and services by having access to the whole market place. This was an obvious progression for me to add value to the service I already give to my clients. Some of the key areas I advise on are: Investments, Inheritance Tax Planning, Pensions, Protection, Wills and Estate Planning. One of the best aspects of my job is meeting clients, both existing and new, and getting to know them, their family, what’s important to them and helping them achieve their goals. I pride myself on the relationships I have built with clients over the years, some become friends and all know that should they need me for financial advice, they can contact me at anytime.
Offers available through VouchedFor
Contact Maxine through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Maxine's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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