Wood Mitchell Financial Planning Limited

: 2610 The Quadrant, Aztec West, Almondsbury, Bristol, Gloucestershire, BS32 4AQ

: FCA Number: 984946

Website Image of Wood Mitchell Financial Planning Limited

Wood Mitchell Financial Planning Limited, registered under FCA number 984946, provides comprehensive financial services from its base at The Quadrant, Aztec West, Bristol. As a regulated firm, they offer expert advice in life insurance, investments, and pensions retirement advice, including final salary pension transfers. Their professional yet approachable team primarily serves clients in Bristol and the wider Gloucestershire region, helping them navigate their financial journeys with tailored financial planning. Whether you're looking for the security of a life insurance policy or seking advice on retirement planning, Wood Mitchell's reliable services ensure you're in good hands. They are known for making financial planning seamless and comprehensible for both individuals and businesses alike.

Their team includes one financial adviser. Check FCA registration here.

Wood Mitchell Financial Planning Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Wood Mitchell Financial Planning Limited from the Motorway

From the M5:
At Junction 16, take the A38 exit towards Thornbury/Filton.
Upon reaching Almondsbury Roundabout, take the third exit onto Gloucester Road/A38.
Proceed to Aztec West.

List of advisers under Wood Mitchell Financial Planning Limited:

Wood Mitchell Financial Planning Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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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.