Maxima Financial Management Ltd

Reference number: 628296

Instant download

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Verified phone number

    07828 088079

  • Verified address

    Hurstside, Ulpha, Broughton-in-Furness, Cumbria, LA20 6DZ, United Kingdom

Company details

From the company's Companies House record.

Company number
06540504
Company status
Active
Company type
Private limited company
Incorporated
20 March 2008 (18 years old)
Registered office
Hurstside, Ulpha, Broughton-In-Furness, Cumbria, LA20 6DZ, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Philip Michael Sipocz Director Jul 1967 20 Mar 2008
Lisa Mary Sipocz Secretary Not published 20 Mar 2008

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.

Check your FSCS cover →

Show FCA detail (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Download this page as a PDF report

£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.

Instant download

Common questions

Frequently asked questions

Is Maxima Financial Management Ltd FCA authorised?
Yes, Maxima Financial Management Ltd (FRN 628296) is authorised by the FCA to carry out regulated activities.
Is my money safe with Maxima Financial Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Maxima Financial Management to the Financial Ombudsman Service, free of charge.
Is Maxima Financial Management a scam or clone?
Maxima Financial Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Maxima Financial Management's Firm Reference Number (FRN)?
Maxima Financial Management's FRN is 628296. You can verify it on the FCA register.