Milton Keynes
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.
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