Max is a business development and relationship management specialist. He focuses on building trusted, long-term partnerships with professional connections and organisations, helping create opportunities that benefit their clients and members.
Max joined Grafton Court following a career in business development, where he developed a strong understanding of the importance of building lasting relationships and taking the time to understand the needs of the people and organisations he works with.
As Grafton Court's dedicated point of contact for professional firms, member organisations and other like-minded groups, Max works closely with partners to identify opportunities to collaborate and connect their clients and members with Grafton Court's financial planning expertise.
Alongside his role, Max is continuing to develop his knowledge of financial services. He has completed the CFA Investment Management Certificate (IMC) and is currently undertaking the CFA Program.
Outside of work, Max enjoys keeping fit and taking part in endurance cycling events - often, by his own admission, without quite enough training!
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In one word, enormously. He has listened to what I had to say, took the time to understand what my initial financial position was, understood the financial goals that I had set for myself in retirement and from time to time helped me to understand how and where I was on the trajectory of achieving such goals.