Max Green

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.

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