Maxim Financial Planning Limited
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- 14 Thirlmere Road, Patchway, Bristol, Gloucestershire, BS34 5PD
Maxim Financial Planning, located in Patchway, Bristol, are industry leaders in providing regulated and tailored financial advice. Keeping service offerings centered on wealth management, pensions retirement advice, and final salary pension transfers; their FCA registration number is 947257, solidifying their reliability. They also specialize in financial planning, life investments, and other retirement solutions. Serving Gloucestershire and surrounding counties, the firm's approachable yet expert team regularly assists families and first-time investors in Bristol. With a primary office at 14 Thirlmere Road, they pride themselves on delivering individualized wealth management strategies that cater to each client's unique financial needs. Trust Maxim Financial Planning for all your financial goals.
Their team includes one financial adviser. Check FCA registration here.
Maxim Financial Planning Limited are approved by the FCA to give advice on:
- ✔ Pensions & Retirements
- ✔ Financial Planning
- ✔ Investments
- ✔ Mortgage
- ✔ Equity Release
- ✔ Wealth Management
- ✔ Life Insurance
Directions to Maxim Financial Planning Limited from the Motorway
- From the M5:
- Proceed to junction 16 and take the A38 exit, heading towards Thornbury/Filton.
- At the Almondsbury Roundabout, select the third exit onto Gloucester Road/A38.
- Upon reaching Aztec West, use the first exit and continue on Gloucester Road/A38.
- Make a slight left turn onto B4057.
- At the following roundabout, choose the second exit to stay on B4057.
- Again, make a slight left turn to remain on B4057.
- At the subsequent roundabout, opt for the third exit onto Coniston Road.
- Make a left turn onto Rodway Road.
- Next, turn left onto Lower Thirlmere Road.
- Lower Thirlmere Road will gradually turn right and seamlessly become Thirlmere Road. The destination will be situated on your right.
List of advisers under Maxim Financial Planning Limited:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.