0333 241 9900

Max Jones

  • Free one hour initial discussion

Get to know Max Jones

I provide a high quality, fee based independent financial planning service to my clients which helps them to achieve their financial goals and objectives and gives them greater clarity, confidence and peace of mind. I pride myself on understanding my client’s needs and establishing long lasting relationships based on trust. I do this by using a combination of cash flow modelling, tax optimisation strategies and a bespoke investment management service. Once I have an in-depth understanding of my client’s goals and aspirations, I can then create a strategic plan tailored to consistently meet their needs. When giving financial advice I believe in focussing on proven, repeatable principles; minimising tax and achieving consistent returns in order to make sure that your needs are fulfilled. I work with individuals and families all at different stages of their life, from those who are building up their wealth, through to those who are looking at how to pass on their wealth to the next generation. When I’m not in the office, I enjoy spending time with my wife and baby daughter, who keeps us very busy. I love to travel and eat out as well as keeping fit and I am an avid sports fan.

Flying Colours Life Verified

At Flying Colours we select the advisers to join us and work under the Flying Colours name. They have to go through several levels of assessment, due diligence, client servicing history and financial background checking as part of our stringent approval process. This ensures that you always get the highest standard of service from our advisers.

Flying Colours Validated IFA

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