Maxim Financial Planning Limited

Reference number: 947257

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

The On-Line Partnership Limited Reference number: 192638 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Maxim Financial Planning Limited (FRN 947257) is an AR of The On-Line Partnership Limited (FRN 192638). When you use Maxim Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Maxim Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    07771 906277

  • Address

    14 Thirlmere Road, Patchway, Bristol, Gloucestershire, BS34 5PD, United Kingdom

In the full report: 2 background checks

  • What kind of line 07771 906277 is
  • Who else gives the postcode BS34 5PD
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through The On-Line Partnership Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Key dates in its history

Maxim Financial Planning’s history from the FCA register and Companies House, newest first.

2025

26 February 2025

  • Stopped trading as "Maxim Financial Planning"

FCA register

2021

17 March 2021

  • Became an appointed representative
  • Began trading as "Maxim Financial Planning"

FCA register

Director appointments and resignations, and trading names, appear under All events.

Firms like Maxim Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Bristol

Aisa Retirement Planning LLPBristolAppointed representativeAlma Vale Wealth Management LimitedBristolAppointed representativeAndow Ellis LimitedBristolAppointed representativeAndrew LawrenceBristolAppointed representativeAndrew Paul ZbijowskiBristolAppointed representativeAnn ReederBristolAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Maxim Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 background checks on its contact details
  • All 3 events in its history

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Frequently asked questions about this firm

Is Maxim Financial Planning Limited FCA authorised?
Maxim Financial Planning Limited (FRN 947257) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Maxim Financial Planning?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Maxim Financial Planning Limited (FRN 947257) is an AR of The On-Line Partnership Limited (FRN 192638). When you use Maxim Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Maxim Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Maxim Financial Planning’s phone number?
The FCA register lists the phone number 07771 906277 for Maxim Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Maxim Financial Planning a scam or clone?
Maxim Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Maxim Financial Planning?
Protection works through The On-Line Partnership Limited, the principal firm responsible for Maxim Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Sources and links

The full report on Maxim Financial Planning Limited

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