Charlie Maxwell

: 30 Lombard Street, London, City of London, EC3V 9BQ

: FCA Number: 986906

Charlie Maxwell is a highly-regarded firm based in the bustling heart of London, offering expert financial advice and comprehensive services. Regulated by the FCA under number 986906, they specialise in life investments and pensions, providing retirement advice that's both insightful and tailored to each client. They're also skilled in handling final salary pension transfers, ensuring future stability for their clients. Their core focus lies in assisting individuals and businesses with robust financial planning. Located nearby City of London, this firm extends its top-tier services across various areas in London. You can find them situated on Lombard Street in EC3V 9BQ. Professional yet approachable, Charlie Maxwell provides tailored solutions for a secure financial future.

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

Charlie Maxwell 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 Charlie Maxwell from the Motorway

From the M1, take exit 2 onto Barnet Bypass, also known as Great North Way or A1. Continue straight onto Barnet Bypass/North Circular Road/Great North Way/A406 and continue to follow North Circular Road/A406. Make a slight right onto Falloden Way/A1, continuing to follow Falloden Way. Proceed onto Lyttelton Road, and then onto Aylmer Road/A1. Take a right turn onto Archway Road/A1, and another right onto St John's Way/A1. Make a slight left onto Sandridge Street/A1 and continue to follow A1. Turn right onto Highbury Corner and continue straight onto Canonbury Road/A1200, continuing on this road.
Merge onto City Road/A501, then turn right onto Old Street/A5201. Make a slight left onto City Road/A501 and continue to follow A501, you will enter and leave a toll zone multiple times; after 400 meters and 450 meters you will enter toll zones and after 700 meters, upon reaching South Place, you will exit a toll zone. Continue onto Moorgate, entering another toll zone, and then turn right onto Lothbury. Make a left onto Old Jewry, exiting the toll zone, and another left onto Poultry, where you will enter and then leave a toll zone. Please note that this section of the road is closed from Monday to Friday between the hours of 7:00 AM to 7:00 PM.
Proceed onto Cornhill, entering a toll zone. Be aware that portions of this road are closed from Monday to Friday between the hours of 7:00 AM to 7:00 PM. Turn right onto Birchin Lane, leaving the toll zone. This road is also closed from Monday to Friday between the hours of 7:00 AM to 7:00 PM. Turn left onto Lombard Street, entering a toll zone. Your destination will be on the right.

List of advisers under Charlie Maxwell:

Charlie Maxwell 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.