Max has been in the financial services profession for over 40 years, having trained as an accountant before that, and has a wealth of experience.
Max has acted for some of Scotland’s wealthiest individuals and continues to specialise in providing tailored financial solutions to wealthy individuals and company owners.
Max is an experienced lifestyle financial planner preferring to concentrate on the client’s hopes, dreams and aspirations for the future, with money being the tool to acquire this lifestyle.
He helps clients to identify, achieve and maintain their desired lifestyle without the fear of ever running out of money, whatever happens, as Max has seen most financial scenarios through many cycles in the investment markets.
In his spare time he is a passionate fan of motorsport, walks the hills and mountains of Scotland and is still an aspiring golfer.