Max's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 23 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 20 )
Inheritance Planning ( 10 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 6 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am semi retired and needed help with some old pension pots I had alongside my NHS pension
How has Max Sullivan helped you?
Max gave advice on consolidating them to a new platform for me and provided investment advice. He also helped us with our overall retirement planning with a cash flow plan
Have you seen the outcome you were hoping for?
Yes we have
What could they have done better?
Not sure
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am a self-employed business owner and wanted to ensure my assets were growing as much as they could be and as tax efficiently as possible.
How has Max Sullivan helped you?
Max built me a cashflow modelled financial plan which illustrates our financial life in simple terms, he also moved our investments to a better home.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Unsure
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to invest for our future
How has Max Sullivan helped you?
Invested our assets to reach our future goals
Have you seen the outcome you were hoping for?
I think so, yes
What could they have done better?
Can’t think of anything
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am the Commercial Director in a large multi-disciplined Contractor, therefore have probably neglected my personal finances in lieu of my businesses. I was recommended Max as an advisor who dealt especially with Construction professionals, so I spoke with him and proceeded to utilise his services for my insurance and protection policies as well as my pensions and overall retirement planning.
How has Max Sullivan helped you?
Taken the burden of put these plans in to place and providing solid advice of how I can meet my personal goals in as shorter timeline as possible.
Have you seen the outcome you were hoping for?
Yes - I am very satisfied with what was achieved.
What could they have done better?
No further suggestions as what I wanted to achieve was done so. And arguably in a shorter timeline than I thought possible.
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help with my pensions and retirement planning
How has Max Sullivan helped you?
He built me a financial roadmap that allows me to retire 3 years’ earlier than planned!
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing