Max has five years’ experience in the financial services industry and has been fully qualified for four years. During this time, he has worked with a wide range of clients, supporting them in achieving their financial goals through comprehensive, well-structured financial planning.
In his role, Max provides holistic financial advice tailored to each client’s individual circumstances. This includes retirement planning, investment strategies, tax-efficient solutions and protection planning. He is motivated by the opportunity to make a genuine difference in people’s lives, helping clients feel confident, informed and secure about their financial future. He particularly enjoys building strong relationships and seeing the positive impact that clear, thoughtful financial plans can have over time.
Outside of work, Max enjoys playing golf, which offers both a challenge and a chance to unwind. He also likes spending time outdoors and keeping active whenever possible.
