Max Sullivan - Generational Wealth Management

Independent Financial Adviser  The Square, Maidstone, ME17 2PH
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FCA authorised
Last authorised 13th September 2021
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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National savings
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Regular savings
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Savings for children
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School fees planning
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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
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Long term care
Meet our advisers
Mr Max Sullivan MLIBF PETR DipFA CertLTCP CertPFA
Senior Independent Financial Adviser
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 is to ensure that plans continue to align with your requirements and circumstances.

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

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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

The Square, Lenham, Maidstone, ME17 2BY

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