Kingswood Group

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Max is an experienced Chartered Financial Adviser offering holistic financial planning and wealth management services. He specialises with investments, retirement planning and intergenerational wealth/estate planning.

We can advise you on

331
£100k+
£50k+
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Max Sullivan ALFBF
Chartered Financial Adviser

What our clients say

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Mr D A
Overall very pleased with the service Thank you
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Mrs C B
I value the friendly knowledgeable and competent service I receive. Thank you
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Mr & Mrs A
Alan and I are very pleased to have Dan Smith as our financial adviser. He seems to have an instinctive understanding of our requirements and almost manages to make dealing with financial matters a...
ms
Mrs S R
I trust Graeme to do the best for me without doubt! Everything was carefully explained and I am more than happy to recommend him.

Contact us

Knight Avenue, Canterbury, ME13 8XZ
+447
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Compliance 

Kingswood, Kingswood Group and Kingswood Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694) and KW Investment Management Limited (Companies House Number: 06931664) authorised and regulated by the Financial Conduct Authority (Firm Reference Number: 506600) with a registered office at 10-11 Austin Friars London EC2N 2HG. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775). Both companies are wholly owned subsidiaries of Kingswood Holdings Limited which is incorporated in Guernsey (registered number: 42316) and has its registered office at Mont Crevelt House, Bulwer Avenue, St. Sampson, Guernsey, GY2 4LH.

Legal information

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