More About Maxima Estate Planning & Wills

How We Got Here

Maxima Estate Planning & Wills is operated by Phil Sipocz - AIPW. Phil has spent nearly 30 years as a fully qualified Financial Adviser looking after his client's investments, pensions and protection needs. It was a natural progression to offer complimentary services and so he decided to train and qualify in Taking Will Instructions. He is an Associate of the Institute of Professional Willwriters and all of our services are provided through APS Legal & Associates Ltd. Additionally, Phil is also qualified DipFA MLIBF, Cert PFS, CeRER, CeMAP and holds the Long Term Care qualification. Any "regulated advice" required will be provided by our associate company Maxima Financial Management Ltd. Get in touch with us today to learn how Maxima Estate Planning & Wills can help you. Offices in Lancashire & Cumbria.