Max Sullivan - Generational Wealth Management

Independent Financial Adviser  The Square, Maidstone, Kent, ME17 2PH
First meeting at adviser's own cost
Max is a fully qualified and certified Independent Financial Adviser. He specialises in Pensions, Investments and the complex area of Trusts & Estate Planning.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
Response rating
9.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
Mr Max Sullivan MLIBF PETR DipFA CertPFA
Senior Independent Financial Adviser

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Accreditations
Certified Financial Planner
About us

Being independent and able to search the entire marketplace for the best products, Max is able to ensure your financial position is secured both now and in the future.

Your personal situation and requirements change over time, as will the advice that he is able to provide as products, legislation and market conditions change. Max will offer to provide you with an ongoing review service and assessment after any initial advice is provided. This to ensure that plans continue to align with your requirements and circumstances.

For further information, please contact Max directly or request a call back.

Where to find us
Head office address: The Square, Lenham, Maidstone, Kent, ME17 2PH
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 1st March 2021

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