Maximilian Muirhead-Smith
I have over 20 years’ experience in wealth management, working within investment brokerages and asset managers. This has given me the distinct advantage of knowing how funds and portfolios are created and managed.
My in-depth experience helps me to navigate my clients through their financial journey, from building up assets and savings to ultimately securing a safe and enjoyable retirement.
About
I aim to take out the noise and confusion that our industry creates to help you to feel comfortable in making the right financial decisions.
Many clients find their financial journey can be complex, challenging and increasingly difficult to manage effectively and efficiently. That’s why I show you how simple investing and financial planning can be. My aim is to guide you on the right path to achieve your financial goals whilst making sure your wealth and family is protected along the way.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
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 11/08/2023
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.
