Newcastle
Max joined Perspective (North East) Limited in June 2024.
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.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not 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