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 qualified Financial Planner, having achieved the CII Level 4 Diploma in Regulated Financial Planning and is currently working towards his Chartered status. He advises individuals holistically on a variety of subjects including retirement planning, investments, protection, inheritance and other tax efficient planning.