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Please feel free to get in touch

Our Wealth Planners

Max Jones

Wealth Planner

Qualifications:

DipFA

Biog:

Although I currently live in North West London, I am originally from the Cotswolds.

Upon the completion of my degree at Bristol University, I began my career in consultancy.

I quickly realised that this was not for me and decided to make the move into the financial services sector as a Wealth Planner, joining Sanlam in 2014.

I specialise in pensions and investments and I am passionate about serving individuals, families & business owners to help them overcome their money stressors, make better financial decisions, maximise their tax position and save more towards their financial goals.

I am well-travelled and a keen sportsman, although now a days I have only got time for the gym and the odd charity run.

Contact:

getintouch@sanlam.co.uk

Testimonials:

I can highly recommend Max. He is highly knowledgeable and professional, hardworking and reliable. He helped me understand complex regulations and was instrumental in structuring new and much better products for me.

Benedikt von Butler

Understood my needs and provided me with a tailored recommendation which I was very happy with. Detail orientated, energetic, results driven; in my opinion they have their client's best interests at heart.

Pierfrancesco Carbone

Max Jones

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.