Get to know Maxine
As a Chartered financial planner and pension specialist, I’m committed to delivering better value and choice for my clients.
I qualified as a financial adviser in 1993, and now have 30 years’ experience helping businesses, entrepreneurs, trustees, charities, and families reach their financial goals.
I can provide a wealth of knowledge and expertise together with straightforward and transparent advice in a simple and convenient way.
Planning for the financial future is more than just looking at numbers. It’s the people and dreams behind the figures that matter the most.
Recognising that everyone’s personal situations are unique, I take the time to get to know you and understand what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business, or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments, pensions, and insurance to tax and estate planning, whilst offering exclusive opportunities.
Outside of work
Outside of work, I enjoy walking in the countryside with my dog, relaxing drinks with friends and spending time with family.