Newcastle
Max joined Perspective (North East) Limited in June 2024.
Max has five years’ experience in the financial services industry and has been fully qualified for four years. During this time, he has worked with a wide range of clients, supporting them in achieving their financial goals through comprehensive, well-structured financial planning.
In his role, Max provides holistic financial advice tailored to each client’s individual circumstances. This includes retirement planning, investment strategies, tax-efficient solutions and protection planning. He is motivated by the opportunity to make a genuine difference in people’s lives, helping clients feel confident, informed and secure about their financial future. He particularly enjoys building strong relationships and seeing the positive impact that clear, thoughtful financial plans can have over time.
Outside of work, Max enjoys playing golf, which offers both a challenge and a chance to unwind. He also likes spending time outdoors and keeping active whenever possible.
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
