0330 038 8941
Based in Frome
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2022
4.9 out of 5
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: 15 April 2025
Max is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Max's status
28
Recent Client Reviews
Max has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Max has received 28 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 02 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Max has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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
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: 15 April 2025
Max is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Max's status
28
Recent Client Reviews
Max has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Max has received 28 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 02 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Max has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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
I’ve been a fully qualified financial adviser since 2008, though my journey began with an MA in Industrial Design. That background gave me strong analytical and research skills, which have proved invaluable in helping clients navigate their financial planning with clarity and confidence. For over 12 years at Westminster Wealth Management, I’ve focused on building lasting relationships with clients, always with service at the heart of what I do. Many of my clients have been with me for more than a decade, and I take great pride in being a trusted adviser through life’s key financial decisions. I offer holistic financial planning across pensions, investments, protection, and trusts, with a particular focus on sustainable and ESG investing—an area I’ve specialised in for the past few years. What I enjoy most is seeing financial plans come to fruition and knowing the positive impact they have. It’s not just about the numbers—it’s about giving clients the clarity and reassurance to make informed decisions for the future. I take time to understand each client’s circumstances, breaking down complex financial matters into straightforward, practical strategies that help them achieve their goals. Outside of work, I’m a proud father of two, which keeps me busy! When I get the chance, I love surfing & sea kayaking, keeping fit, and all things food and cooking. If you’re looking for a long-term adviser who genuinely cares about helping you make the right financial decisions, I’d be delighted to have a conversation. Financial planning is personal, and I’m with my clients every step of the way.
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
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