0330 038 8940
Based in Canterbury
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: August, 2025
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Max and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 28 June 2026
Max and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Max has received 11 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Max has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.Last checked: 05 February 2026
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
Max has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below7 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
Max has not yet added their fees to their profileFees not yet added
Max has not yet added their fees to their profile
18
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Max (based on 18 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 18 first impressions)
About
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