Max joined BHP Financial Planning in 2021, after working as an Investment Performance Analyst in Leeds, following his Mathematics degree from Durham University. He is a Chartered Financial Planner, holding the CII Level 6 Advanced Diploma in Regulated Financial.

Max provides holistic financial advice to individuals and business owners, specialising in cash flow planning alongside BHP, to deliver a joined-up approach to financial planning and, as a member of the firm’s Investment Committee, contributes to the investment strategy and portfolio governance.