Max has over 30 years’ experience in the financial advisory world and is a regular conference speaker. He talks across UK, Europe and SE Asia on subjects such as socially responsible investing, practice management and how to provide a full delegation service to clients in a modern world.

Max has spent many years applying systematic investment strategies to client portfolios. His drive for adopting a sustainable approach to investing has come from his farming background as a child and one simple question he asks nearly everyone he meets; “What do you want for society and the world at large?”