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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.

Max Samuel


Milton Keynes Office

3 Whittle Court
Seebeck Place
Milton Keynes

Telephone: 01908 257888

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Chartered Financial Planners

Perspective (South) Ltd, Registered in England and Wales No 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (South) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123