“For me, it’s all about meeting people, building trust and forging strong relationships with our clients which will hopefully span decades.”
- Locations
- Shrewsbury
- Phone number
- 017 4339 9000
Max joined RBC Brewin Dolphin in 2018 and is an Investment Manager in the Shrewsbury office. He manages investment portfolios for our private clients which include individuals, couples, families, business owners and trustees. Max also works closely with our Portfolio Management team and is an active member of the Shrewsbury Investment Committee.
He began his financial services career in 2015 at HSBC, working in various roles at the bank before choosing to focus on Wealth Management.
Max is a Member of the Chartered Institute for Securities & Investment, is a Chartered Wealth Manager and he also holds the Diploma in Regulated Financial Planning.