0330 038 8940
Based in Faversham
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Max is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Max's status
Last checked: 28 April 2025
Max is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Max's status
Recent Client Reviews
Max has not received any client reviews in the past 12 months
Max has not received any reviews in the last 12 months
Max has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 27 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
7
Qualifications Uploaded
Max has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Max has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Max has provided information on their typical fees
Max has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
17
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Max (based on 17 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)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Max is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Max's status
Last checked: 28 April 2025
Max is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Max's status
Recent Client Reviews
Max has not received any client reviews in the past 12 months
Max has not received any reviews in the last 12 months
Max has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 27 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
7
Qualifications Uploaded
Max has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Max has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Max has provided information on their typical fees
Max has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
17
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Max (based on 17 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 Chartered Financial Adviser working for Kingswood Group, 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 Headquartered in the City of London, Kingswood Group has a large network of offices across the UK, as well as offices in the USA and South Africa. Clients range from private individuals to some of the UK's largest universities. As of January 2023, Kingswood manages over £10 billion of clients' assets.
Offers available through VouchedFor
Contact Max through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Max's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Kingswood, Kingswood Group and Kingswood Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694) and KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority (Firm Reference Number: 506600) with a registered office at 13 Austin Friars London EC2N 2HE. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775). Both companies are wholly owned subsidiaries of Kingswood Holdings Limited which is incorporated in Guernsey (registered number: 42316) and has its registered office at Mont Crevelt House, Bulwer Avenue, St. Sampson, Guernsey, GY2 4LH.