
Chartered Financial Planner
Max Green
Max joined BHP Financial Planning at the start of 2021, after working as an Investment Performance Analyst in Leeds following his graduation from Durham University with a BSc in Mathematics. Max is a Chartered Financial Planner, having achieved the CII Level 6 Advanced Diploma in Regulated Financial. He advises individuals holistically on a variety of subjects including retirement planning, investments, protection, estate planning and other tax efficient planning.