Max Sullivan

What were the circumstances that caused you to initially look for an adviser?

I had several pensions, including a couple as beneficiary of my late partner. I wasn't sure what to do with them and was advised by Scottish Widows to find a financial advisor via Unbiased.

How has Max Sullivan helped you?

I had no experience of investing and pensions and needed guidance about investing to make my pension funds (including ones I received as beneficiary to my late parnter's pensions) sustainable. Max explained my options clearly and showed that I can be paid a comfortable monthly amount, taking everything including future state pension into consideration.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

Nothing that I can think of.

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

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

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

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.