
I help individuals, families, and businesses make sound financial decisions, through bespoke and trusted financial planning and wealth management strategies.
I firmly believe in cultivating strong working relationships with clients that last for years across multiple generations.
After nearly 20 years working with high net-worth clients, Max has an in-depth understanding of the principles and practices that underpin exceptional customer service. He is highly experienced in working closely with individuals, curating bespoke partnerships to realise his clients’ best interests.
Motivated by the well-being of his own young family, Max prioritises personalised care and integrity in every aspect of his Practice, and has a particular interest in supporting new parents and young families to plan and protect their finances. He can be trusted to navigate the complexities of financial planning while you focus on what truly matters.
Barraclough Financial Planning offers a comprehensive range of financial planning and Wealth management services for clients at every stage of life. As well as setting up the youngest of clients, only just embarking on their savings and investment journeys, with sound financial plans, Max also caters for those in their golden years, with accumulated wealth - as well as everyone in between, with no restrictions on the demographics of the clients he works with.
We offer an excellent wealth management service which will help you achieve your goals
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 22/05/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.