Max Rolls

Client Support

What matters most to our team both at work and in personal time:

Professionally – being able to support clients in the best and most efficient way we can matters to me so we can provide the best service possible.

Personally – I enjoy spending my time off travelling around the world with my partner. I am also a big fan of my favourite team Liverpool FC.

My experience

I have been working in the wealth management industry for over 2 years.


I am currently studying towards a Diploma in Financial Planning.



Meet the rest
of our team

As financial planners our commitment to building long-term relationships with clients comes through our ability to provide holistic financial planning solutions.

Meet the team

Get in touch today

We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.

T. 01223 233331


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