Max Sullivan

Max Sullivan

Archgate Wealth

Minimum savings/pensions: Over £100,000

0330 038 8940
Based in Canterbury
View location
Verified since: August, 2025
4.9 out of 5

45 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 November 2025

    Max and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    Max has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 07 August 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 7

    Qualifications Uploaded

    7 qualification certificates available to view

    Max has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Max has not yet added their fees to their profile

  • 17

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Max

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Max (based on 17 first impressions)

Max is an experienced Independent and Chartered Financial Adviser offering holistic financial planning and wealth management services in the following areas: - Investing tax-efficiently for accumulation and/or income - Protection/insurance for clients' financial dependents and loved ones - Pensions planning for both pre- and post-retirement - Inheritance tax, trusts, and estate planning - Corporate and business financial planning - Professional connections with accountants, legal, and property experts