An experienced Chartered Financial Planner, Max is passionate about helping clients achieve their financial and personal objectives, such as building a portfolio for retirement, funding children’s education or analysing the affordability of lifetime gifts.
The majority of Max’s clients are time poor and he aims to provide the peace of mind that their financial planning is taken care of. He mainly looks after clients at Deloitte, EY, Simmons & Simmons, other leading London based firms and those who have reached retirement. Max sits on the Saunderson House Investment Committee.
In his spare time, Max’s main focus is his wife and two children. He also enjoys playing golf and travelling.
Max is personable and professional in all his work. He has excellent rapport with me and gives sound reasoned advice helping to help me achieve my goals. He has the ability to put me at ease and make me feel he values my business and that he will look after me regardless. His financial advice is sound. Each meeting is warm, cordial and supportive. I have no hesitation in recommending him to others seeking a financial planner with whom to build a long term relationship.
We found Max so helpful, honest and competent and he is always charming. Everything always seems very much in control so I can’t think of anything that could be better.