LR Max Willis 0092

Professional Biography

For me, financial planning is about creating clarity and confidence. When clients feel informed and in control, they can focus on what really matters in life.

How do you describe what you do?

I help individuals and families make confident and informed financial decisions. By creating personalised plans and offering clear, tailored advice, I empower my clients to take control of their financial future - so they can plan with confidence and live with purpose.

What's your favourite thing about your role?

Being part of my clients’ journey is what I love most. Supporting them through important life decisions and seeing the positive impact of a well-structured plan is incredibly rewarding. I want every client to feel informed, engaged and in control and helping make that happen is truly the best part of what I do.

When you're not at work, what's your favourite thing to do?

Spending time with family and friends is top of the list. I enjoy keeping fit and I love to travel - exploring new places and experiencing different cultures whenever I can.

What's the best piece of advice you've ever been given?

That change and challenge bring opportunity. Staying curious and keep asking questions because every new situation is a chance to learn, grow and move forward.

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