Kingswood Group
Initial consultation free
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Max is an experienced Chartered Financial Adviser offering holistic financial planning and wealth management services. He specialises with investments, retirement planning and intergenerational wealth/estate planning.
We can advise you on
Clients
helped
helped
359
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£50k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Max Sullivan ALFBF
Chartered Financial Adviser
What our clients say
mc
Mrs C B
I value the friendly knowledgeable and competent service I receive.
Thank you
ms
Mrs S R
I trust Graeme to do the best for me without doubt! Everything was carefully explained and I am more than happy to recommend him.
md
Mr D A
Overall very pleased with the service
Thank you
mm
Mr & Mrs A
Alan and I are very pleased to have Dan Smith as our financial adviser. He seems to have an instinctive understanding of our requirements and almost manages to make dealing with financial matters a...
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