Milton Keynes
Max joined Perspective in February 2024 as a financial planner.
Max has been in the financial services sector since 2002 and qualified as an independent financial advisor in 2010. After working overseas in Dubai for three years Max returned to the UK wanting to work for a company that shares his ethics-based approach in financial advice.
Max offers a comprehensive service to maximise his clients experience & returns. He manages a bank of clients and focuses on building a long term relationship with them.
He hopes to push for Chartered status in the near future.
Max is a fitness enthusiast and enjoys boxing and running. He also enjoys travelling, hiking, and outdoor activities with his wife.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
