33 Evergreen Drive
Monday to Friday: 9am - 6pm
Saturday: 9am - 12pm
My name is Dorothy Maxwell and I have been providing clients with bespoke financial advice for the last 19 years. I believe that I have been successful for a number of reasons. I have been dedicated to giving highly individual advice that is entirely focused on my clients' specific circumstances and needs. By always ensuring I am aware of the ever-changing developments within the financial services industry I have been able to offer the most suitable products combined with tailored advice to my clients.
What my clients expect of me is an objective, professional and efficient service that is delivered with a personal touch. I believe that the key to successful advice is creating a trusting relationship with my clients so that I can provide financial advice that is altogether individual.
I believe that obtaining qualified financial advice is the most responsible way for individuals to look after themselves, their families and their futures.
The role of a Financial Adviser is to help individuals to meet those requirements. As a Financial Adviser, I have a responsibility to ensure that the advice I give you is up-to-the minute, pertinent and forward-looking. My job is to help you understand your position, and to form and implement a short, medium and long-term strategy, with you, to protect and develop your assets.
As a self-employed Financial Adviser, my aim is to offer you a thoroughly professional, highly individual service that puts you in a more advantageous financial position, now and in the future.
In 2004, in line with my commitment to being a forward-thinking and progressive member of the financial industry, I became a Financial Adviser Partner with Positive Solutions.
This partnership gives me more time to spend with you face-to-face. I can deliver a more responsive service with more of a focus on advice, and offer more tailored solutions, with more products to choose from. Essentially, it means I can offer you literally more of what you are looking for – irreproachable advice and impeccable personal service.
Dorothy is very knowleadgeable and gave me very good pointers in terms of the way to sort out my home for sale and how to get on top of my finances, in particular pension and savings. These were all explained in a very simple way. I will recommend Dorothy's expertise to anyone seeking good and achievable goals to improve their financial situation.
Karla Ortega Porcayo - 12/01/2015 | report this review
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