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Max Samuel DipPFS

Financial Planner

Max joined Perspective in February 2024 as a financial planner.

Max has been in the financial services sector since 2002 and qualified as an independent financial advisor in 2010. After working overseas in Dubai for three years Max returned to the UK wanting to work for a company that shares his ethics-based approach in financial advice.

Max offers a comprehensive service to maximise his clients experience & returns. He manages a bank of clients and focuses on building a long term relationship with them.

He hopes to push for Chartered status in the near future.

Max is a fitness enthusiast and enjoys boxing and running. He also enjoys travelling, hiking, and outdoor activities with his wife.


Milton Keynes Office

3 Whittle Court
Seebeck Place
Milton Keynes

Telephone: 01908 257888